Yorktown Management & Research Company’s Suncor Energy SU Stock Holding History

Yorktown Management & Research Company’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
2015 Q2	–	Sell	-6,900	Closed	-$202K	–	504
2015 Q1	$202K	Hold	6,900	–	–	0.04%	441
2014 Q4	$219K	Hold	6,900	–	–	0.05%	374
2014 Q3	$249K	Hold	6,900	–	–	0.05%	276
2014 Q2	$294K	Hold	6,900	–	–	0.05%	216
2014 Q1	$241K	Buy	+6,900	New	+$230K	0.05%	341

Other funds holding SU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Yorktown Management & Research Company's SU Position: Q2 2015 in Review

Yorktown Management & Research Company sold out of Suncor Energy (SU) in Q2 2015, closing a stake of 6,900 shares — an estimated $202K sold.

Yorktown Management & Research Company first reported a position in SU in Q1 2014 and held it in 5 quarters. The position peaked at $294K in Q2 2014. 486 funds tracked by Wall St. Rank hold SU as of Q2 2015.

Yorktown Management & Research Company reported no remaining Suncor Energy position as of Q2 2015 after selling out during the quarter.
Yorktown Management & Research Company sold 6,900 Suncor Energy shares in Q2 2015, an estimated $202K.
Yorktown Management & Research Company first reported a position in Suncor Energy in Q1 2014 and held it in 5 quarters.
Yorktown Management & Research Company's Suncor Energy position peaked at $294K in Q2 2014.
486 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2015.

Based on Yorktown Management & Research Company's 13F filing for Q2 2015, filed 22 Jul 2015.