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Scharf Investments’s Suncor Energy SU Stock Holding History

Scharf Investments’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
Q1 		– Sell
-14,880
Closed -$522K – 39
2013
Q4 		$522K Hold
14,880
– – 0.02% 35
2013
Q3 		$532K Sell
14,880
-2,400
-14% -$79.8K 0.03% 35
2013
Q2 		$510K Buy
+17,280
New +$521K 0.03% 37

Other funds holding SU

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

Scharf Investments's SU Position: Q1 2014 in Review

Scharf Investments sold out of Suncor Energy (SU) in Q1 2014, closing a stake of 14,880 shares — an estimated $522K sold.

Scharf Investments first reported a position in SU in Q2 2013 and held it in 3 quarters. The position peaked at $532K in Q3 2013. 508 funds tracked by Wall St. Rank hold SU as of Q1 2014.

  • Scharf Investments reported no remaining Suncor Energy position as of Q1 2014 after selling out during the quarter.
  • Scharf Investments sold 14,880 Suncor Energy shares in Q1 2014, an estimated $522K.
  • Scharf Investments first reported a position in Suncor Energy in Q2 2013 and held it in 3 quarters.
  • Scharf Investments's Suncor Energy position peaked at $532K in Q3 2013.
  • 508 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2014.

Based on Scharf Investments's 13F filing for Q1 2014, filed 14 May 2014.