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Arrow Financial’s Suncor Energy SU Stock Holding History

Arrow Financial’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
-11
Closed – – 385
2018
Q3 		$0 Buy
+11
New +$445 ﹤0.01% 365
2015
Q2 		– Sell
-193
Closed -$6K – 381
2015
Q1 		$6K Buy
+193
New +$5.74K ﹤0.01% 318
2014
Q4 		– Sell
-200
Closed -$7K – 389
2014
Q3 		$7K Hold
200
– – ﹤0.01% 339
2014
Q2 		$9K Hold
200
– – ﹤0.01% 291
2014
Q1 		$7K Hold
200
– – ﹤0.01% 302
2013
Q4 		$7K Hold
200
– – ﹤0.01% 287
2013
Q3 		$7K Hold
200
– – ﹤0.01% 282
2013
Q2 		$6K Buy
+200
New +$6.03K ﹤0.01% 284

Other funds holding SU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Arrow Financial's SU Position: Q4 2018 in Review

Arrow Financial sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 11 shares.

Arrow Financial first reported a position in SU in Q2 2013 and held it in 8 quarters. The position peaked at $9K in Q2 2014. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

  • Arrow Financial reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
  • Arrow Financial sold 11 Suncor Energy shares in Q4 2018.
  • Arrow Financial first reported a position in Suncor Energy in Q2 2013 and held it in 8 quarters.
  • Arrow Financial's Suncor Energy position peaked at $9K in Q2 2014.
  • 557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on Arrow Financial's 13F filing for Q4 2018, filed 4 Feb 2019.