Pinnacle Summer Investments’s Suncor Energy SU Stock Holding History

Pinnacle Summer Investments’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 Q4	–	Sell	-200	Closed	-$5K	–	993
2015 Q3	$5K	Hold	200	–	–	﹤0.01%	834
2015 Q2	$6K	Sell	200 -42,704	-100%	-$1.29M	﹤0.01%	596
2015 Q1	$1.25M	Buy	42,904 +684	+2%	+$20.3K	0.17%	108
2014 Q4	$1.34M	Buy	42,220 +400	+1%	+$13.2K	0.17%	99
2014 Q3	$1.51M	Buy	41,820 +500	+1%	+$20.1K	0.17%	96
2014 Q2	$1.76M	Sell	41,320 -127,108	-75%	-$4.95M	0.2%	77
2014 Q1	$6.5M	Buy	168,428 +35,391	+27%	+$1.18M	0.82%	17
2013 Q4	$4.66M	Buy	133,037 +76,762	+136%	+$2.7M	0.64%	25
2013 Q3	$2.01M	Buy	56,275 +56,075	+28,038%	+$1.87M	0.36%	43
2013 Q2	$6K	Buy	+200	New	+$6.03K	﹤0.01%	682

Other funds holding SU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Pinnacle Summer Investments's SU Position: Q4 2015 in Review

Pinnacle Summer Investments sold out of Suncor Energy (SU) in Q4 2015, closing a stake of 200 shares — an estimated $5K sold.

Pinnacle Summer Investments first reported a position in SU in Q2 2013 and held it in 10 quarters. The position peaked at $6.5M in Q1 2014. 465 funds tracked by Wall St. Rank hold SU as of Q4 2015.

Pinnacle Summer Investments reported no remaining Suncor Energy position as of Q4 2015 after selling out during the quarter.
Pinnacle Summer Investments sold 200 Suncor Energy shares in Q4 2015, an estimated $5K.
Pinnacle Summer Investments first reported a position in Suncor Energy in Q2 2013 and held it in 10 quarters.
Pinnacle Summer Investments's Suncor Energy position peaked at $6.5M in Q1 2014.
465 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.