WI
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WBI Investments’s Suncor Energy SU Stock Holding History

WBI Investments’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
2013
Q4 		– Sell
-965,924
Closed -$34.6M – 132
2013
Q3 		$34.6M Buy
965,924
+162,747
+20% +$5.41M 1.65% 17
2013
Q2 		$23.7M Buy
+803,177
New +$24.2M 1.7% 22

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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

WBI Investments's SU Position: Q4 2013 in Review

WBI Investments sold out of Suncor Energy (SU) in Q4 2013, closing a stake of 965,924 shares — an estimated $34.6M sold.

WBI Investments first reported a position in SU in Q2 2013 and held it in 2 quarters. The position peaked at $34.6M in Q3 2013. 499 funds tracked by Wall St. Rank hold SU as of Q4 2013.

  • WBI Investments reported no remaining Suncor Energy position as of Q4 2013 after selling out during the quarter.
  • WBI Investments sold 965,924 Suncor Energy shares in Q4 2013, an estimated $34.6M.
  • WBI Investments first reported a position in Suncor Energy in Q2 2013 and held it in 2 quarters.
  • WBI Investments's Suncor Energy position peaked at $34.6M in Q3 2013.
  • 499 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2013.

Based on WBI Investments's 13F filing for Q4 2013, filed 12 Feb 2014.