Armbruster Capital Management’s Suncor Energy SU Stock Holding History

Armbruster Capital 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
2018 Q4	–	Sell	-5,400	Closed	-$209K	–	74
2018 Q3	$209K	Sell	5,400 -34	-0.6%	-$1.38K	0.09%	73
2018 Q2	$221K	Sell	5,434 -766	-12%	-$29.8K	0.1%	66
2018 Q1	$214K	Hold	6,200	–	–	0.1%	63
2017 Q4	$228K	Hold	6,200	–	–	0.1%	63
2017 Q3	$217K	Hold	6,200	–	–	0.11%	58
2017 Q2	$181K	Hold	6,200	–	–	0.1%	67
2017 Q1	$191K	Sell	6,200 -400	-6%	-$12.6K	0.11%	63
2016 Q4	$216K	Hold	6,600	–	–	0.13%	58
2016 Q3	$183K	Hold	6,600	–	–	0.11%	69
2016 Q2	$183K	Hold	6,600	–	–	0.12%	70
2016 Q1	$184K	Hold	6,600	–	–	0.13%	68
2015 Q4	$170K	Buy	+6,600	New	+$182K	0.15%	72

Other funds holding SU

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

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

Armbruster Capital Management's SU Position: Q4 2018 in Review

Armbruster Capital Management sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 5,400 shares — an estimated $209K sold.

Armbruster Capital Management first reported a position in SU in Q4 2015 and held it in 12 quarters. The position peaked at $228K in Q4 2017. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

Armbruster Capital Management reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
Armbruster Capital Management sold 5,400 Suncor Energy shares in Q4 2018, an estimated $209K.
Armbruster Capital Management first reported a position in Suncor Energy in Q4 2015 and held it in 12 quarters.
Armbruster Capital Management's Suncor Energy position peaked at $228K in Q4 2017.
557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on Armbruster Capital Management's 13F filing for Q4 2018, filed 28 Jan 2019.