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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Asset Management

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 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

Berkshire Hathaway

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return