Alexandria Capital’s Suncor Energy SU Stock Holding History

Alexandria 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
2017 Q4	–	Sell	-710	Closed	-$25K	–	479
2017 Q3	$25K	Hold	710	–	–	0.01%	328
2017 Q2	$21K	Hold	710	–	–	0.01%	346
2017 Q1	$22K	Hold	710	–	–	0.01%	341
2016 Q4	$23K	Hold	710	–	–	0.01%	332
2016 Q3	$20K	Hold	710	–	–	﹤0.01%	352
2016 Q2	$20K	Hold	710	–	–	﹤0.01%	338
2016 Q1	$20K	Sell	710 -1,000	-58%	-$24.2K	﹤0.01%	349
2015 Q4	$44K	Hold	1,710	–	–	0.01%	266
2015 Q3	$46K	Buy	1,710 +710	+71%	+$19K	0.01%	234
2015 Q2	$28K	Hold	1,000	–	–	0.01%	311
2015 Q1	$29K	Hold	1,000	–	–	0.01%	270
2014 Q4	$32K	Hold	1,000	–	–	0.01%	244
2014 Q3	$36K	Hold	1,000	–	–	0.02%	229
2014 Q2	$43K	Hold	1,000	–	–	0.02%	217
2014 Q1	$35K	Hold	1,000	–	–	0.02%	249
2013 Q4	$35K	Hold	1,000	–	–	0.02%	246
2013 Q3	$37K	Hold	1,000	–	–	0.02%	236
2013 Q2	$29K	Buy	+1,000	New	+$30.1K	0.01%	286

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

Alexandria Capital's SU Position: Q4 2017 in Review

Alexandria Capital sold out of Suncor Energy (SU) in Q4 2017, closing a stake of 710 shares — an estimated $25K sold.

Alexandria Capital first reported a position in SU in Q2 2013 and held it in 18 quarters. The position peaked at $46K in Q3 2015. 558 funds tracked by Wall St. Rank hold SU as of Q4 2017.

Alexandria Capital reported no remaining Suncor Energy position as of Q4 2017 after selling out during the quarter.
Alexandria Capital sold 710 Suncor Energy shares in Q4 2017, an estimated $25K.
Alexandria Capital first reported a position in Suncor Energy in Q2 2013 and held it in 18 quarters.
Alexandria Capital's Suncor Energy position peaked at $46K in Q3 2015.
558 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2017.

Based on Alexandria Capital's 13F filing for Q4 2017, filed 9 Feb 2018.