Winch Advisory Services’s Suncor Energy SU Stock Holding History

Winch Advisory Services’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 Q3	–	Sell	-10,973	Closed	-$468K	–	258
2014 Q2	$468K	Sell	10,973 -6,695	-38%	-$261K	0.27%	71
2014 Q1	$618K	Buy	+17,668	New	+$588K	0.39%	61

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

JFL

Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return

Winch Advisory Services's SU Position: Q3 2014 in Review

Winch Advisory Services sold out of Suncor Energy (SU) in Q3 2014, closing a stake of 10,973 shares — an estimated $468K sold.

Winch Advisory Services first reported a position in SU in Q1 2014 and held it in 2 quarters. The position peaked at $618K in Q1 2014. 533 funds tracked by Wall St. Rank hold SU as of Q3 2014.

Winch Advisory Services reported no remaining Suncor Energy position as of Q3 2014 after selling out during the quarter.
Winch Advisory Services sold 10,973 Suncor Energy shares in Q3 2014, an estimated $468K.
Winch Advisory Services first reported a position in Suncor Energy in Q1 2014 and held it in 2 quarters.
Winch Advisory Services's Suncor Energy position peaked at $618K in Q1 2014.
533 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2014.

Based on Winch Advisory Services's 13F filing for Q3 2014, filed 14 Nov 2014.