Zweig Advisers’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-505,000
| Closed | -$14.8M | – | 75 |
|
2015
Q1 | $14.8M | Buy |
+505,000
| New | +$14.8M | 2.12% | 6 |
|
2014
Q4 | – | Sell |
-327,000
| Closed | -$11.8M | – | 79 |
|
2014
Q3 | $11.8M | Buy |
327,000
+42,000
| +15% | +$1.52M | 1.71% | 33 |
|
2014
Q2 | $12.2M | Buy |
+285,000
| New | +$12.2M | 1.7% | 24 |
|