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Regal Investment Advisors’s Suncor Energy SU Stock Holding History

Regal 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
Q4 		– Sell
-106
Closed -$2K – 800
2015
Q3 		$2K Buy
106
+36
+51% +$966 ﹤0.01% 949
2015
Q2 		$1K Buy
+70
New +$2.12K ﹤0.01% 901

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Regal Investment Advisors's SU Position: Q4 2015 in Review

Regal Investment Advisors sold out of Suncor Energy (SU) in Q4 2015, closing a stake of 106 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in SU in Q2 2015 and held it in 2 quarters. The position peaked at $2K in Q3 2015. 464 funds tracked by Wall St. Rank hold SU as of Q4 2015.

  • Regal Investment Advisors reported no remaining Suncor Energy position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 106 Suncor Energy shares in Q4 2015, an estimated $2K.
  • Regal Investment Advisors first reported a position in Suncor Energy in Q2 2015 and held it in 2 quarters.
  • Regal Investment Advisors's Suncor Energy position peaked at $2K in Q3 2015.
  • 464 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.