Suncor Energy Inc - 867229106
Detailed investor-level table based on 13F positions.
Early Q2 2014 data: only 8 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LINCLUDEN MANAGEMENT LTD | History | Reduced | 606,965 | 25,917 | 2.43% | 1.98% | 1 | -15,145 | -2.43% | Q1 2014 | Apr 16, 2014 |
| WENDELL DAVID ASSOCIATES INC | History | No change | 25,750 | 901 | 0.2% | 0.2% | 2 | 0 | 0.0% | Q1 2014 | Apr 17, 2014 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 17,234 | 603 | 0.42% | 0.39% | 3 | +1,125 | 6.98% | Q1 2014 | May 07, 2014 |
| Adams Asset Advisors, LLC | History | No change | 16,500 | 576 | 0.1% | 0.1% | 4 | 0 | 0.0% | Q1 2014 | Apr 28, 2014 |
| KARPAS STRATEGIES LLC | History | No change | 9,000 | 315 | 0.17% | 0.17% | 5 | 0 | 0.0% | Q1 2014 | May 13, 2014 |
| BAXTER BROS INC | History | No change | 7,089 | 248 | 0.11% | 0.12% | 6 | 0 | 0.0% | Q1 2014 | Apr 08, 2014 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 3,135 | 110 | 0.07% | 0.08% | 7 | 0 | 0.0% | Q1 2014 | Apr 29, 2014 |
| Hanson & Doremus Investment Management | History | Reduced | 2,520 | 88 | 0.04% | 0.05% | 8 | -350 | -12.2% | Q1 2014 | Apr 30, 2014 |
| Nelson Roberts Investment Advisors, LLC | History | No change | 800 | 28 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q1 2014 | May 14, 2014 |
| PRENTISS SMITH & CO INC | History | No change | 384 | 13 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q1 2014 | Apr 16, 2014 |