Acorn Advisory Capital’s Suncor Energy SU Stock Holding History

Acorn Advisory Capital’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
2018 Q4	–	Sell	-26,700	Closed	-$1.03M	–	41
2018 Q3	$1.03M	Sell	26,700 -12,900	-33%	-$522K	1.18%	13
2018 Q2	$1.61M	Buy	+39,600	New	+$1.54M	1.91%	12

Other funds holding SU

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Acorn Advisory Capital's SU Position: Q4 2018 in Review

Acorn Advisory Capital sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 26,700 shares — an estimated $1.03M sold.

Acorn Advisory Capital first reported a position in SU in Q2 2018 and held it in 2 quarters. The position peaked at $1.61M in Q2 2018. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

Acorn Advisory Capital reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
Acorn Advisory Capital sold 26,700 Suncor Energy shares in Q4 2018, an estimated $1.03M.
Acorn Advisory Capital first reported a position in Suncor Energy in Q2 2018 and held it in 2 quarters.
Acorn Advisory Capital's Suncor Energy position peaked at $1.61M in Q2 2018.
557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on Acorn Advisory Capital's 13F filing for Q4 2018, filed 12 Feb 2019.