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Torch Wealth Management’s Suncor Energy SU Stock Holding History

Torch Wealth 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
2014
Q2 		– Sell
-300
Closed -$10K – 281
2014
Q1 		$10K Hold
300
– – 0.01% 260
2013
Q4 		$11K Buy
+300
New +$10.5K 0.01% 225

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Torch Wealth Management's SU Position: Q2 2014 in Review

Torch Wealth Management sold out of Suncor Energy (SU) in Q2 2014, closing a stake of 300 shares — an estimated $10K sold.

Torch Wealth Management first reported a position in SU in Q4 2013 and held it in 2 quarters. The position peaked at $11K in Q4 2013. 539 funds tracked by Wall St. Rank hold SU as of Q2 2014.

  • Torch Wealth Management reported no remaining Suncor Energy position as of Q2 2014 after selling out during the quarter.
  • Torch Wealth Management sold 300 Suncor Energy shares in Q2 2014, an estimated $10K.
  • Torch Wealth Management first reported a position in Suncor Energy in Q4 2013 and held it in 2 quarters.
  • Torch Wealth Management's Suncor Energy position peaked at $11K in Q4 2013.
  • 539 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2014.

Based on Torch Wealth Management's 13F filing for Q2 2014, filed 23 Jul 2014.