AHL Partners’s Suncor Energy SU Stock Holding History

AHL Partners’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	$3.04M	Buy	82,803 +20,224	+32%	+$702K	0.05%	608
2017 Q3	$2.19M	Buy	62,579 +41,023	+190%	+$1.31M	0.04%	645
2017 Q2	$630K	Buy	21,556 +14,595	+210%	+$449K	0.01%	902
2017 Q1	$215K	Buy	+6,961	New	+$219K	﹤0.01%	1147
2016 Q3	–	Sell	-21,035	Closed	-$584K	–	1159
2016 Q2	$584K	Buy	21,035 +9,785	+87%	+$268K	0.03%	573
2016 Q1	$313K	Sell	11,250 -1,475	-12%	-$35.7K	0.02%	667
2015 Q4	$328K	Buy	+12,725	New	+$351K	0.03%	588
2015 Q3	–	Sell	-9,960	Closed	-$274K	–	802
2015 Q2	$274K	Sell	9,960 -2,433	-20%	-$73.5K	0.01%	783
2015 Q1	$362K	Buy	12,393 +5,552	+81%	+$165K	0.01%	689
2014 Q4	$217K	Sell	6,841 -6,520	-49%	-$216K	0.01%	716
2014 Q3	$483K	Buy	+13,361	New	+$536K	0.04%	493

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 $528B 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return