VIA
SU icon

Vident Investment Advisory’s Suncor Energy SU Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-39,063
Closed -$1.08M – 458
2016
Q2 		$1.08M Sell
39,063
-41,037
-51% -$1.13M 0.15% 262
2016
Q1 		$2.23K Buy
+80,100
New +$1.94M 0.14% 278

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

Vident Investment Advisory's SU Position: Q3 2016 in Review

Vident Investment Advisory sold out of Suncor Energy (SU) in Q3 2016, closing a stake of 39,063 shares — an estimated $1.08M sold.

Vident Investment Advisory first reported a position in SU in Q1 2016 and held it in 2 quarters. The position peaked at $1.08M in Q2 2016. 459 funds tracked by Wall St. Rank hold SU as of Q3 2016.

  • Vident Investment Advisory reported no remaining Suncor Energy position as of Q3 2016 after selling out during the quarter.
  • Vident Investment Advisory sold 39,063 Suncor Energy shares in Q3 2016, an estimated $1.08M.
  • Vident Investment Advisory first reported a position in Suncor Energy in Q1 2016 and held it in 2 quarters.
  • Vident Investment Advisory's Suncor Energy position peaked at $1.08M in Q2 2016.
  • 459 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2016.

Based on Vident Investment Advisory's 13F filing for Q3 2016, filed 10 Nov 2016.