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Reilly Financial Advisors’s Suncor Energy SU Stock Holding History

Reilly Financial 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
2016
Q4 		– Sell
-1,060
Closed -$29K – 895
2016
Q3 		$29K Buy
+1,060
New +$28.9K 0.01% 342

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Reilly Financial Advisors's SU Position: Q4 2016 in Review

Reilly Financial Advisors sold out of Suncor Energy (SU) in Q4 2016, closing a stake of 1,060 shares — an estimated $29K sold.

Reilly Financial Advisors first reported a position in SU in Q3 2016 and held it in 1 quarter. The position peaked at $29K in Q3 2016. 494 funds tracked by Wall St. Rank hold SU as of Q4 2016.

  • Reilly Financial Advisors reported no remaining Suncor Energy position as of Q4 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 1,060 Suncor Energy shares in Q4 2016, an estimated $29K.
  • Reilly Financial Advisors first reported a position in Suncor Energy in Q3 2016 and held it in 1 quarter.
  • Reilly Financial Advisors's Suncor Energy position peaked at $29K in Q3 2016.
  • 494 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2016.

Based on Reilly Financial Advisors's 13F filing for Q4 2016, filed 24 Jan 2017.