Ativo Capital Management’s Suncor Energy SU Stock Holding History

Ativo 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
2019 Q1	–	Sell	-12,026	Closed	-$336K	–	123
2018 Q4	$336K	Buy	+12,026	New	+$400K	0.16%	115
2014 Q3	–	Sell	-20,600	Closed	-$878K	–	196
2014 Q2	$878K	Buy	+20,600	New	+$802K	0.38%	60

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Ativo Capital Management's SU Position: Q1 2019 in Review

Ativo Capital Management sold out of Suncor Energy (SU) in Q1 2019, closing a stake of 12,026 shares — an estimated $336K sold.

Ativo Capital Management first reported a position in SU in Q2 2014 and held it in 2 quarters. The position peaked at $878K in Q2 2014. 571 funds tracked by Wall St. Rank hold SU as of Q1 2019.

Ativo Capital Management reported no remaining Suncor Energy position as of Q1 2019 after selling out during the quarter.
Ativo Capital Management sold 12,026 Suncor Energy shares in Q1 2019, an estimated $336K.
Ativo Capital Management first reported a position in Suncor Energy in Q2 2014 and held it in 2 quarters.
Ativo Capital Management's Suncor Energy position peaked at $878K in Q2 2014.
571 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2019.

Based on Ativo Capital Management's 13F filing for Q1 2019, filed 14 May 2019.