Stevens First Principles Investment Advisors’s Suncor Energy SU Stock Holding History

Stevens First Principles Investment 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	-670	Closed	-$18K	–	232
2015 Q2	$18K	Hold	670	–	–	0.01%	177
2015 Q1	$20K	Sell	670 -330	-33%	-$9.81K	0.01%	160
2014 Q4	$32K	Buy	1,000 +330	+49%	+$10.9K	0.02%	144
2014 Q3	$24K	Hold	670	–	–	0.01%	174
2014 Q2	$29K	Hold	670	–	–	0.02%	165
2014 Q1	$23K	Hold	670	–	–	0.01%	157
2013 Q4	$23K	Hold	670	–	–	0.01%	162
2013 Q3	$24K	Hold	670	–	–	0.01%	160
2013 Q2	$20K	Buy	+670	New	+$20.2K	0.01%	164

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Stevens First Principles Investment Advisors's SU Position: Q3 2015 in Review

Stevens First Principles Investment Advisors sold out of Suncor Energy (SU) in Q3 2015, closing a stake of 670 shares — an estimated $18K sold.

Stevens First Principles Investment Advisors first reported a position in SU in Q2 2013 and held it in 9 quarters. The position peaked at $32K in Q4 2014. 467 funds tracked by Wall St. Rank hold SU as of Q3 2015.

Stevens First Principles Investment Advisors reported no remaining Suncor Energy position as of Q3 2015 after selling out during the quarter.
Stevens First Principles Investment Advisors sold 670 Suncor Energy shares in Q3 2015, an estimated $18K.
Stevens First Principles Investment Advisors first reported a position in Suncor Energy in Q2 2013 and held it in 9 quarters.
Stevens First Principles Investment Advisors's Suncor Energy position peaked at $32K in Q4 2014.
467 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2015.

Based on Stevens First Principles Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.