RBC
SU icon

Ronald Blue & Co’s Suncor Energy SU Stock Holding History

Ronald Blue & Co’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
Q3 		– Sell
-13,622
Closed -$375K – 361
2015
Q2 		$375K Sell
13,622
-166
-1% -$5.02K 0.02% 214
2015
Q1 		$404K Buy
13,788
+1,521
+12% +$45.2K 0.02% 205
2014
Q4 		$390K Sell
12,267
-335
-3% -$11.1K 0.02% 197
2014
Q3 		$456K Buy
12,602
+1,389
+12% +$55.8K 0.03% 171
2014
Q2 		$478K Buy
11,213
+1,066
+11% +$41.5K 0.03% 169
2014
Q1 		$355K Buy
10,147
+1,286
+15% +$42.8K 0.03% 187
2013
Q4 		$311K Sell
8,861
-2,407
-21% -$84.6K 0.02% 202
2013
Q3 		$403K Buy
11,268
+10,693
+1,860% +$356K 0.03% 155
2013
Q2 		$17K Buy
+575
New +$17.3K ﹤0.01% 211

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 $528B 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return