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Sunnymeath Asset Management’s Suncor Energy SU Stock Holding History

Sunnymeath Asset Management’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
2016
Q4 		$45K Buy
+1,372
New +$42K 0.06% 96
2016
Q3 		– Sell
-1,372
Closed -$39K – 152
2016
Q2 		$39K Hold
1,372
– – 0.06% 104
2016
Q1 		$38K Buy
+1,372
New +$33.2K 0.06% 102

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Sunnymeath Asset Management's SU Position: Q4 2016 in Review

Sunnymeath Asset Management opened a new position in Suncor Energy (SU) in Q4 2016: 1,372 shares worth $45K. The stake represents 0.06% of the portfolio and ranks #96 among its holdings. This is a return to the name: Sunnymeath Asset Management previously reported a position in SU as recently as Q2 2016.

Sunnymeath Asset Management first reported a position in SU in Q1 2016 and has held it in 3 quarters since. 494 funds tracked by Wall St. Rank hold SU as of Q4 2016.

  • Sunnymeath Asset Management held 1,372 shares of Suncor Energy worth $45K as of Q4 2016.
  • Suncor Energy was a new Sunnymeath Asset Management position in Q4 2016.
  • Suncor Energy made up 0.06% of Sunnymeath Asset Management's portfolio in Q4 2016, its #96 holding.
  • Sunnymeath Asset Management first reported a position in Suncor Energy in Q1 2016 and has held it in 3 quarters since.
  • 494 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2016.

Based on Sunnymeath Asset Management's 13F filing for Q4 2016, filed 13 Jan 2017.