Bank of the West’s Suncor Energy SU Stock Holding History

Bank of the West’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
2020 Q1	–	Sell	-10,262	Closed	-$337K	–	274
2019 Q4	$337K	Hold	10,262	–	–	0.04%	229
2019 Q3	$324K	Sell	10,262 -1,049	-9%	-$31.6K	0.04%	231
2019 Q2	$353K	Hold	11,311	–	–	0.04%	224
2019 Q1	$367K	Buy	+11,311	New	+$368K	0.04%	224
2018 Q4	–	Sell	-11,476	Closed	-$444K	–	302
2018 Q3	$444K	Sell	11,476 -124	-1%	-$5.02K	0.05%	230
2018 Q2	$472K	Sell	11,600 -269	-2%	-$10.5K	0.06%	225
2018 Q1	$410K	Hold	11,869	–	–	0.05%	236
2017 Q4	$436K	Buy	+11,869	New	+$412K	0.05%	219

Other funds holding SU

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Bank of the West's SU Position: Q1 2020 in Review

Bank of the West sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 10,262 shares — an estimated $337K sold.

Bank of the West first reported a position in SU in Q4 2017 and held it in 8 quarters. The position peaked at $472K in Q2 2018. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

Bank of the West reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
Bank of the West sold 10,262 Suncor Energy shares in Q1 2020, an estimated $337K.
Bank of the West first reported a position in Suncor Energy in Q4 2017 and held it in 8 quarters.
Bank of the West's Suncor Energy position peaked at $472K in Q2 2018.
475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Bank of the West's 13F filing for Q1 2020, filed 8 May 2020.