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Robert N. Shapiro’s Suncor Energy SU Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$404K Sell
12,705
-1,150
-8% -$38K 0.08% 201
2014
Q3 		$501K Sell
13,855
-7,680
-36% -$308K 0.1% 178
2014
Q2 		$918K Sell
21,535
-3,461
-14% -$135K 0.17% 139
2014
Q1 		$875K Sell
24,996
-5,291
-17% -$176K 0.16% 140
2013
Q4 		$1.06M Sell
30,287
-7,093
-19% -$249K 0.19% 133
2013
Q3 		$1.34M Buy
37,380
+8,756
+31% +$291K 0.24% 123
2013
Q2 		$843K Buy
+28,624
New +$862K 0.18% 136

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
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Robert N. Shapiro's SU Position: Q4 2014 in Review

Robert N. Shapiro reduced its Suncor Energy (SU) stake by 8.3% in Q4 2014, selling an estimated $38K and leaving 12,705 shares worth $404K. The position accounts for 0.08% of the portfolio, ranked #201.

Robert N. Shapiro first reported a position in SU in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.34M in Q3 2013. 510 funds tracked by Wall St. Rank hold SU as of Q4 2014.

  • Robert N. Shapiro held 12,705 shares of Suncor Energy worth $404K as of Q4 2014.
  • Robert N. Shapiro sold 1,150 Suncor Energy shares in Q4 2014, an estimated $38K.
  • Suncor Energy made up 0.08% of Robert N. Shapiro's portfolio in Q4 2014, its #201 holding.
  • Robert N. Shapiro first reported a position in Suncor Energy in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Suncor Energy position peaked at $1.34M in Q3 2013.
  • 510 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.