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Peachtree Investment Advisors’s Suncor Energy SU Stock Holding History

Peachtree Investment Advisors’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,745
Closed -$103K – 233
2015
Q2 		$103K Buy
3,745
+325
+10% +$9.82K 0.08% 151
2015
Q1 		$100K Buy
3,420
+225
+7% +$6.69K 0.07% 161
2014
Q4 		$102K Buy
3,195
+200
+7% +$6.62K 0.07% 173
2014
Q3 		$108K Buy
+2,995
New +$120K 0.07% 168

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Peachtree Investment Advisors's SU Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Suncor Energy (SU) in Q3 2015, closing a stake of 3,745 shares — an estimated $103K sold.

Peachtree Investment Advisors first reported a position in SU in Q3 2014 and held it in 4 quarters. The position peaked at $108K in Q3 2014. 467 funds tracked by Wall St. Rank hold SU as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Suncor Energy position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 3,745 Suncor Energy shares in Q3 2015, an estimated $103K.
  • Peachtree Investment Advisors first reported a position in Suncor Energy in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Suncor Energy position peaked at $108K in Q3 2014.
  • 467 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.