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Shufro Rose & Co’s Suncor Energy SU Stock Holding History

Shufro Rose & 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
2014
Q1 		– Sell
-7,810
Closed -$273K – 271
2013
Q4 		$273K Hold
7,810
– – 0.03% 213
2013
Q3 		$279K Hold
7,810
– – 0.03% 194
2013
Q2 		$230K Buy
+7,810
New +$235K 0.03% 208

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

Shufro Rose & Co's SU Position: Q1 2014 in Review

Shufro Rose & Co sold out of Suncor Energy (SU) in Q1 2014, closing a stake of 7,810 shares — an estimated $273K sold.

Shufro Rose & Co first reported a position in SU in Q2 2013 and held it in 3 quarters. The position peaked at $279K in Q3 2013. 508 funds tracked by Wall St. Rank hold SU as of Q1 2014.

  • Shufro Rose & Co reported no remaining Suncor Energy position as of Q1 2014 after selling out during the quarter.
  • Shufro Rose & Co sold 7,810 Suncor Energy shares in Q1 2014, an estimated $273K.
  • Shufro Rose & Co first reported a position in Suncor Energy in Q2 2013 and held it in 3 quarters.
  • Shufro Rose & Co's Suncor Energy position peaked at $279K in Q3 2013.
  • 508 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2014.

Based on Shufro Rose & Co's 13F filing for Q1 2014, filed 16 Apr 2014.