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 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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Trust Investment Advisors's SU Position: Q4 2015 in Review

Trust Investment Advisors sold out of Suncor Energy (SU) in Q4 2015, closing a stake of 39,755 shares — an estimated $1.06M sold.

Trust Investment Advisors first reported a position in SU in Q4 2013 and held it in 8 quarters. The position peaked at $1.73M in Q2 2014. 465 funds tracked by Wall St. Rank hold SU as of Q4 2015.

Trust Investment Advisors reported no remaining Suncor Energy position as of Q4 2015 after selling out during the quarter.
Trust Investment Advisors sold 39,755 Suncor Energy shares in Q4 2015, an estimated $1.06M.
Trust Investment Advisors first reported a position in Suncor Energy in Q4 2013 and held it in 8 quarters.
Trust Investment Advisors's Suncor Energy position peaked at $1.73M in Q2 2014.
465 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2015.

Based on Trust Investment Advisors's 13F filing for Q4 2015, filed 26 Jan 2016.