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WCG Management’s Suncor Energy SU Stock Holding History

WCG Management’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
2014
Q4 		– Sell
-180,000
Closed -$6.61M – 30
2014
Q3 		$6.61M Buy
+180,000
New +$7.22M 3.23% 18
2013
Q3 		– Sell
-350,000
Closed -$10.3M – 60
2013
Q2 		$10.3M Buy
+350,000
New +$10.5M 1.41% 32

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

WCG Management's SU Position: Q4 2014 in Review

WCG Management sold out of Suncor Energy (SU) in Q4 2014, closing a stake of 180,000 shares — an estimated $6.61M sold.

WCG Management first reported a position in SU in Q2 2013 and held it in 2 quarters. The position peaked at $10.3M in Q2 2013. 510 funds tracked by Wall St. Rank hold SU as of Q4 2014.

  • WCG Management reported no remaining Suncor Energy position as of Q4 2014 after selling out during the quarter.
  • WCG Management sold 180,000 Suncor Energy shares in Q4 2014, an estimated $6.61M.
  • WCG Management first reported a position in Suncor Energy in Q2 2013 and held it in 2 quarters.
  • WCG Management's Suncor Energy position peaked at $10.3M in Q2 2013.
  • 510 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2014.

Based on WCG Management's 13F filing for Q4 2014, filed 26 Jan 2015.