WTNA
SU icon

Wilmington Trust National Association’s Suncor Energy SU Stock Holding History

Wilmington Trust National Association’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
Q1 		– Sell
-8,238
Closed -$289K – 606
2013
Q4 		$289K Buy
8,238
+378
+5% +$13.3K 0.01% 456
2013
Q3 		$281K Sell
7,860
-1,001
-11% -$33.3K 0.01% 470
2013
Q2 		$261K Buy
+8,861
New +$267K 0.01% 460

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Wilmington Trust National Association's SU Position: Q1 2014 in Review

Wilmington Trust National Association sold out of Suncor Energy (SU) in Q1 2014, closing a stake of 8,238 shares — an estimated $289K sold.

Wilmington Trust National Association first reported a position in SU in Q2 2013 and held it in 3 quarters. The position peaked at $289K in Q4 2013. 508 funds tracked by Wall St. Rank hold SU as of Q1 2014.

  • Wilmington Trust National Association reported no remaining Suncor Energy position as of Q1 2014 after selling out during the quarter.
  • Wilmington Trust National Association sold 8,238 Suncor Energy shares in Q1 2014, an estimated $289K.
  • Wilmington Trust National Association first reported a position in Suncor Energy in Q2 2013 and held it in 3 quarters.
  • Wilmington Trust National Association's Suncor Energy position peaked at $289K in Q4 2013.
  • 508 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2014.

Based on Wilmington Trust National Association's 13F filing for Q1 2014, filed 14 May 2014.