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Sterne Agee Group’s Suncor Energy SU Stock Holding History

Sterne Agee Group’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
Q1 		$974K Sell
33,263
-2,141
-6% -$63.6K 0.14% 198
2014
Q4 		$1.13M Buy
+35,404
New +$1.17M 0.17% 174

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Sterne Agee Group's SU Position: Q1 2015 in Review

Sterne Agee Group reduced its Suncor Energy (SU) stake by 6% in Q1 2015, selling an estimated $63.6K and leaving 33,263 shares worth $974K. The position accounts for 0.14% of the portfolio, ranked #198.

Sterne Agee Group first reported a position in SU in Q4 2014 and has held it in 2 quarters since. The position peaked at $1.13M in Q4 2014. 504 funds tracked by Wall St. Rank hold SU as of Q1 2015.

  • Sterne Agee Group held 33,263 shares of Suncor Energy worth $974K as of Q1 2015.
  • Sterne Agee Group sold 2,141 Suncor Energy shares in Q1 2015, an estimated $63.6K.
  • Suncor Energy made up 0.14% of Sterne Agee Group's portfolio in Q1 2015, its #198 holding.
  • Sterne Agee Group first reported a position in Suncor Energy in Q4 2014 and has held it in 2 quarters since.
  • Sterne Agee Group's Suncor Energy position peaked at $1.13M in Q4 2014.
  • 504 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.