Robshaw & Julian Associates’s Suncor Energy SU Stock Holding History

Robshaw & Julian Associates’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 Q2	–	Sell	-73,239	Closed	-$2.56M	–	41
2014 Q1	$2.56M	Buy	73,239 +150	+0.2%	+$5K	1.97%	24
2013 Q4	$2.56M	Buy	73,089 +1,525	+2%	+$53.6K	2.12%	22
2013 Q3	$2.56M	Buy	71,564 +225	+0.3%	+$7.48K	2.18%	23
2013 Q2	$2.1M	Buy	+71,339	New	+$2.15M	1.98%	26

Other funds holding SU

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Robshaw & Julian Associates's SU Position: Q2 2014 in Review

Robshaw & Julian Associates sold out of Suncor Energy (SU) in Q2 2014, closing a stake of 73,239 shares — an estimated $2.56M sold.

Robshaw & Julian Associates first reported a position in SU in Q2 2013 and held it in 4 quarters. The position peaked at $2.56M in Q4 2013. 539 funds tracked by Wall St. Rank hold SU as of Q2 2014.

Robshaw & Julian Associates reported no remaining Suncor Energy position as of Q2 2014 after selling out during the quarter.
Robshaw & Julian Associates sold 73,239 Suncor Energy shares in Q2 2014, an estimated $2.56M.
Robshaw & Julian Associates first reported a position in Suncor Energy in Q2 2013 and held it in 4 quarters.
Robshaw & Julian Associates's Suncor Energy position peaked at $2.56M in Q4 2013.
539 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2014.

Based on Robshaw & Julian Associates's 13F filing for Q2 2014, filed 1 Aug 2014.