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

Advantage 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
Q4 		– Sell
-312
Closed -$11K – 1069
2017
Q3 		$11K Buy
+312
New +$9.96K ﹤0.01% 678

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Advantage Investment Management's SU Position: Q4 2017 in Review

Advantage Investment Management sold out of Suncor Energy (SU) in Q4 2017, closing a stake of 312 shares — an estimated $11K sold.

Advantage Investment Management first reported a position in SU in Q3 2017 and held it in 1 quarter. The position peaked at $11K in Q3 2017. 558 funds tracked by Wall St. Rank hold SU as of Q4 2017.

  • Advantage Investment Management reported no remaining Suncor Energy position as of Q4 2017 after selling out during the quarter.
  • Advantage Investment Management sold 312 Suncor Energy shares in Q4 2017, an estimated $11K.
  • Advantage Investment Management first reported a position in Suncor Energy in Q3 2017 and held it in 1 quarter.
  • Advantage Investment Management's Suncor Energy position peaked at $11K in Q3 2017.
  • 558 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2017.

Based on Advantage Investment Management's 13F filing for Q4 2017, filed 12 Feb 2018.