WG
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Winchester Group’s Suncor Energy SU Stock Holding History

Winchester Group’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
Q3 		$769K Buy
21,500
+250
+1% +$8.32K 0.17% 123
2013
Q2 		$626K Buy
+21,250
New +$640K 0.13% 135

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JFL
Jarislowsky, Fraser Ltd Montreal, Quebec, Canada $18.2B AUM 22.04% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Winchester Group's SU Position: Q3 2013 in Review

Winchester Group increased its Suncor Energy (SU) stake by 1.2% in Q3 2013, buying an estimated $8.32K and bringing the position to 21,500 shares worth $769K. The position accounts for 0.17% of the portfolio, ranked #123.

Winchester Group first reported a position in SU in Q2 2013 and has held it in 2 quarters since. 471 funds tracked by Wall St. Rank hold SU as of Q3 2013.

  • Winchester Group held 21,500 shares of Suncor Energy worth $769K as of Q3 2013.
  • Winchester Group bought 250 Suncor Energy shares in Q3 2013, an estimated $8.32K.
  • Suncor Energy made up 0.17% of Winchester Group's portfolio in Q3 2013, its #123 holding.
  • Winchester Group first reported a position in Suncor Energy in Q2 2013 and has held it in 2 quarters since.
  • 471 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.