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Wright Investors Service’s Suncor Energy SU Stock Holding History

Wright Investors Service’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
-16,210
Closed -$691K – 219
2014
Q2 		$691K Sell
16,210
-365
-2% -$14.2K 0.31% 107
2014
Q1 		$579K Sell
16,575
-945
-5% -$31.5K 0.26% 127
2013
Q4 		$614K Sell
17,520
-215
-1% -$7.56K 0.27% 121
2013
Q3 		$635K Buy
+17,735
New +$590K 0.29% 115

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Wright Investors Service's SU Position: Q3 2014 in Review

Wright Investors Service sold out of Suncor Energy (SU) in Q3 2014, closing a stake of 16,210 shares — an estimated $691K sold.

Wright Investors Service first reported a position in SU in Q3 2013 and held it in 4 quarters. The position peaked at $691K in Q2 2014. 532 funds tracked by Wall St. Rank hold SU as of Q3 2014.

  • Wright Investors Service reported no remaining Suncor Energy position as of Q3 2014 after selling out during the quarter.
  • Wright Investors Service sold 16,210 Suncor Energy shares in Q3 2014, an estimated $691K.
  • Wright Investors Service first reported a position in Suncor Energy in Q3 2013 and held it in 4 quarters.
  • Wright Investors Service's Suncor Energy position peaked at $691K in Q2 2014.
  • 532 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2014.

Based on Wright Investors Service's 13F filing for Q3 2014, filed 14 Oct 2014.