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SFMG Wealth Advisors’s Suncor Energy SU Stock Holding History

SFMG Wealth Advisors’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
-8,460
Closed -$233K – 128
2015
Q2 		$233K Sell
8,460
-11,190
-57% -$338K 0.05% 100
2015
Q1 		$575K Buy
19,650
+9,980
+103% +$297K 0.05% 88
2014
Q4 		$307K Buy
+9,670
New +$320K 0.07% 88

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SFMG Wealth Advisors's SU Position: Q3 2015 in Review

SFMG Wealth Advisors sold out of Suncor Energy (SU) in Q3 2015, closing a stake of 8,460 shares — an estimated $233K sold.

SFMG Wealth Advisors first reported a position in SU in Q4 2014 and held it in 3 quarters. The position peaked at $575K in Q1 2015. 467 funds tracked by Wall St. Rank hold SU as of Q3 2015.

  • SFMG Wealth Advisors reported no remaining Suncor Energy position as of Q3 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 8,460 Suncor Energy shares in Q3 2015, an estimated $233K.
  • SFMG Wealth Advisors first reported a position in Suncor Energy in Q4 2014 and held it in 3 quarters.
  • SFMG Wealth Advisors's Suncor Energy position peaked at $575K in Q1 2015.
  • 467 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2015.

Based on SFMG Wealth Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.