AIM
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Acrospire Investment Management’s Suncor Energy SU Stock Holding History

Acrospire Investment Management’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
2017
Q2 		– Sell
-500
Closed -$15K – 2516
2017
Q1 		$15K Buy
+500
New +$15.7K 0.01% 1746

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Acrospire Investment Management's SU Position: Q2 2017 in Review

Acrospire Investment Management sold out of Suncor Energy (SU) in Q2 2017, closing a stake of 500 shares — an estimated $15K sold.

Acrospire Investment Management first reported a position in SU in Q1 2017 and held it in 1 quarter. The position peaked at $15K in Q1 2017. 495 funds tracked by Wall St. Rank hold SU as of Q2 2017.

  • Acrospire Investment Management reported no remaining Suncor Energy position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 500 Suncor Energy shares in Q2 2017, an estimated $15K.
  • Acrospire Investment Management first reported a position in Suncor Energy in Q1 2017 and held it in 1 quarter.
  • Acrospire Investment Management's Suncor Energy position peaked at $15K in Q1 2017.
  • 495 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.