SRH Advisors’s Suncor Energy SU Stock Holding History

SRH 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 Q2	–	Sell	-25	Closed	-$1K	–	262
2015 Q1	$1K	Hold	25	–	–	0.01%	239
2014 Q4	$1K	Hold	25	–	–	0.01%	242
2014 Q3	$1K	Buy	+25	New	+$1K	0.01%	231

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

SRH Advisors's SU Position: Q2 2015 in Review

SRH Advisors sold out of Suncor Energy (SU) in Q2 2015, closing a stake of 25 shares — an estimated $1K sold.

SRH Advisors first reported a position in SU in Q3 2014 and held it in 3 quarters. The position peaked at $1K in Q1 2015. 486 funds tracked by Wall St. Rank hold SU as of Q2 2015.

SRH Advisors reported no remaining Suncor Energy position as of Q2 2015 after selling out during the quarter.
SRH Advisors sold 25 Suncor Energy shares in Q2 2015, an estimated $1K.
SRH Advisors first reported a position in Suncor Energy in Q3 2014 and held it in 3 quarters.
SRH Advisors's Suncor Energy position peaked at $1K in Q1 2015.
486 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2015.

Based on SRH Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.