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Williams Jones & Associates’s Suncor Energy SU Stock Holding History

Williams Jones & Associates’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
Q4 		– Sell
-70,783
Closed -$1.97M – 397
2016
Q3 		$1.97M Buy
+70,783
New +$1.93M 0.06% 168

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

Williams Jones & Associates's SU Position: Q4 2016 in Review

Williams Jones & Associates sold out of Suncor Energy (SU) in Q4 2016, closing a stake of 70,783 shares — an estimated $1.97M sold.

Williams Jones & Associates first reported a position in SU in Q3 2016 and held it in 1 quarter. The position peaked at $1.97M in Q3 2016. 494 funds tracked by Wall St. Rank hold SU as of Q4 2016.

  • Williams Jones & Associates reported no remaining Suncor Energy position as of Q4 2016 after selling out during the quarter.
  • Williams Jones & Associates sold 70,783 Suncor Energy shares in Q4 2016, an estimated $1.97M.
  • Williams Jones & Associates first reported a position in Suncor Energy in Q3 2016 and held it in 1 quarter.
  • Williams Jones & Associates's Suncor Energy position peaked at $1.97M in Q3 2016.
  • 494 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2016.

Based on Williams Jones & Associates's 13F filing for Q4 2016, filed 14 Feb 2017.