Trust Investment Advisors’s Suncor Energy SU Stock Holding History

Trust 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 Q4	–	Sell	-39,755	Closed	-$1.06M	–	96
2015 Q3	$1.06M	Sell	39,755 -470	-1%	-$12.6K	1.21%	39
2015 Q2	$1.11M	Buy	40,225 +2,361	+6%	+$71.3K	1.13%	46
2015 Q1	$1.11M	Buy	37,864 +2,110	+6%	+$62.7K	1.1%	44
2014 Q4	$1.14M	Sell	35,754 -5,810	-14%	-$192K	1.16%	41
2014 Q3	$1.5M	Buy	41,564 +1,109	+3%	+$44.5K	1.45%	18
2014 Q2	$1.73M	Sell	40,455 -5,530	-12%	-$215K	1.66%	5
2014 Q1	$1.61M	Buy	45,985 +505	+1%	+$16.8K	1.62%	11
2013 Q4	$1.59M	Buy	+45,480	New	+$1.6M	1.64%	10

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

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

Wellington Management Group

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Berkshire Hathaway

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