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Veritable’s Suncor Energy SU Stock Holding History

Veritable’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
Q2 		– Sell
-8,100
Closed -$222K – 742
2016
Q1 		$225K Sell
8,100
-4,000
-33% -$96.8K 0.01% 637
2015
Q4 		$312K Hold
12,100
– – 0.01% 583
2015
Q3 		$323K Sell
12,100
-1,408
-10% -$37.8K 0.01% 555
2015
Q2 		$372K Sell
13,508
-11,477
-46% -$347K 0.01% 539
2015
Q1 		$731K Buy
24,985
+1,979
+9% +$58.8K 0.02% 479
2014
Q4 		$731K Buy
23,006
+3,637
+19% +$120K 0.02% 491
2014
Q3 		$700K Buy
19,369
+8,290
+75% +$333K 0.01% 507
2014
Q2 		$472K Buy
11,079
+5,130
+86% +$200K 0.01% 621
2014
Q1 		$208K Buy
+5,949
New +$198K ﹤0.01% 849
2013
Q3 		– Sell
-8,560
Closed -$252K – 973
2013
Q2 		$252K Buy
+8,560
New +$258K 0.01% 787

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $304B AUM 35.64% 1-Year Est. Return

Veritable's SU Position: Q2 2016 in Review

Veritable sold out of Suncor Energy (SU) in Q2 2016, closing a stake of 8,100 shares — an estimated $222K sold.

Veritable first reported a position in SU in Q2 2013 and held it in 10 quarters. The position peaked at $731K in Q1 2015. 469 funds tracked by Wall St. Rank hold SU as of Q2 2016.

  • Veritable reported no remaining Suncor Energy position as of Q2 2016 after selling out during the quarter.
  • Veritable sold 8,100 Suncor Energy shares in Q2 2016, an estimated $222K.
  • Veritable first reported a position in Suncor Energy in Q2 2013 and held it in 10 quarters.
  • Veritable's Suncor Energy position peaked at $731K in Q1 2015.
  • 469 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2016.

Based on Veritable's 13F filing for Q2 2016, filed 15 Aug 2016.