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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ronald Blue & Co's SU Position: Q3 2015 in Review

Ronald Blue & Co sold out of Suncor Energy (SU) in Q3 2015, closing a stake of 13,622 shares — an estimated $375K sold.

Ronald Blue & Co first reported a position in SU in Q2 2013 and held it in 9 quarters. The position peaked at $478K in Q2 2014. 467 funds tracked by Wall St. Rank hold SU as of Q3 2015.

Ronald Blue & Co reported no remaining Suncor Energy position as of Q3 2015 after selling out during the quarter.
Ronald Blue & Co sold 13,622 Suncor Energy shares in Q3 2015, an estimated $375K.
Ronald Blue & Co first reported a position in Suncor Energy in Q2 2013 and held it in 9 quarters.
Ronald Blue & Co's Suncor Energy position peaked at $478K in Q2 2014.
467 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2015.

Based on Ronald Blue & Co's 13F filing for Q3 2015, filed 13 Nov 2015.