ArchPoint Investors’s Suncor Energy SU Stock Holding History

ArchPoint Investors’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
2018 Q4	–	Sell	-357	Closed	-$14K	–	123
2018 Q3	$14K	Hold	357	–	–	﹤0.01%	132
2018 Q2	$15K	Sell	357 -1,400	-80%	-$54.5K	﹤0.01%	137
2018 Q1	$61K	Hold	1,757	–	–	0.02%	122
2017 Q4	$65K	Hold	1,757	–	–	0.02%	109
2017 Q3	$62K	Hold	1,757	–	–	0.02%	124
2017 Q2	$51K	Hold	1,757	–	–	0.02%	128
2017 Q1	$54K	Buy	+1,757	New	+$55.3K	0.02%	106
2016 Q4	–	Sell	-14,277	Closed	-$397K	–	93
2016 Q3	$397K	Hold	14,277	–	–	0.23%	58
2016 Q2	$396K	Buy	14,277 +1,400	+11%	+$38.4K	0.23%	57
2016 Q1	$358K	Buy	+12,877	New	+$311K	0.2%	66

Other funds holding SU

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

ArchPoint Investors's SU Position: Q4 2018 in Review

ArchPoint Investors sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 357 shares — an estimated $14K sold.

ArchPoint Investors first reported a position in SU in Q1 2016 and held it in 10 quarters. The position peaked at $397K in Q3 2016. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

ArchPoint Investors reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
ArchPoint Investors sold 357 Suncor Energy shares in Q4 2018, an estimated $14K.
ArchPoint Investors first reported a position in Suncor Energy in Q1 2016 and held it in 10 quarters.
ArchPoint Investors's Suncor Energy position peaked at $397K in Q3 2016.
557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on ArchPoint Investors's 13F filing for Q4 2018, filed 14 Feb 2019.