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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AHL Partners's SU Position: Q4 2017 in Review

AHL Partners increased its Suncor Energy (SU) stake by 32% in Q4 2017, buying an estimated $702K and bringing the position to 82,803 shares worth $3.04M. The position accounts for 0.05% of the portfolio, ranked #608.

AHL Partners first reported a position in SU in Q3 2014 and has held it in 11 quarters since. 558 funds tracked by Wall St. Rank hold SU as of Q4 2017.

AHL Partners held 82,803 shares of Suncor Energy worth $3.04M as of Q4 2017.
AHL Partners bought 20,224 Suncor Energy shares in Q4 2017, an estimated $702K.
Suncor Energy made up 0.05% of AHL Partners's portfolio in Q4 2017, its #608 holding.
AHL Partners first reported a position in Suncor Energy in Q3 2014 and has held it in 11 quarters since.
558 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.