WIL
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Winifred I. Li’s Suncor Energy SU Stock Holding History

Winifred I. Li’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 		$69K Sell
2,160
-626
-22% -$20.7K 0.07% 240
2014
Q3 		$101K Sell
2,786
-2,837
-50% -$114K 0.1% 187
2014
Q2 		$240K Buy
5,623
+1,378
+32% +$53.7K 0.2% 119
2014
Q1 		$148K Sell
4,245
-1,318
-24% -$43.9K 0.13% 149
2013
Q4 		$195K Sell
5,563
-235
-4% -$8.26K 0.17% 129
2013
Q3 		$207K Sell
5,798
-105
-2% -$3.49K 0.19% 123
2013
Q2 		$174K Buy
+5,903
New +$178K 0.16% 135

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

Winifred I. Li's SU Position: Q4 2014 in Review

Winifred I. Li reduced its Suncor Energy (SU) stake by 22% in Q4 2014, selling an estimated $20.7K and leaving 2,160 shares worth $69K. The position accounts for 0.07% of the portfolio, ranked #240.

Winifred I. Li first reported a position in SU in Q2 2013 and has held it in 7 quarters since. The position peaked at $240K in Q2 2014. 511 funds tracked by Wall St. Rank hold SU as of Q4 2014.

  • Winifred I. Li held 2,160 shares of Suncor Energy worth $69K as of Q4 2014.
  • Winifred I. Li sold 626 Suncor Energy shares in Q4 2014, an estimated $20.7K.
  • Suncor Energy made up 0.07% of Winifred I. Li's portfolio in Q4 2014, its #240 holding.
  • Winifred I. Li first reported a position in Suncor Energy in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Suncor Energy position peaked at $240K in Q2 2014.
  • 511 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.