Barbara Oil Co’s Suncor Energy SU Stock Holding History

Barbara Oil Co’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 Q3	–	Sell	-14,000	Closed	-$436K	–	92
2019 Q2	$436K	Hold	14,000	–	–	0.25%	83
2019 Q1	$454K	Hold	14,000	–	–	0.27%	76
2018 Q4	$392K	Hold	14,000	–	–	0.26%	74
2018 Q3	$542K	Hold	14,000	–	–	0.32%	79
2018 Q2	$570K	Hold	14,000	–	–	0.37%	74
2018 Q1	$484K	Hold	14,000	–	–	0.31%	79
2017 Q4	$514K	Hold	14,000	–	–	0.33%	78
2017 Q3	$490K	Hold	14,000	–	–	0.34%	80
2017 Q2	$409K	Hold	14,000	–	–	0.29%	78
2017 Q1	$431K	Hold	14,000	–	–	0.32%	77
2016 Q4	$458K	Hold	14,000	–	–	0.36%	74
2016 Q3	$389K	Hold	14,000	–	–	0.31%	76
2016 Q2	$388K	Hold	14,000	–	–	0.31%	77
2016 Q1	$389K	Hold	14,000	–	–	0.33%	74
2015 Q4	$361K	Hold	14,000	–	–	0.3%	78
2015 Q3	$374K	Hold	14,000	–	–	0.33%	80
2015 Q2	$385K	Hold	14,000	–	–	0.32%	77
2015 Q1	$410K	Hold	14,000	–	–	0.34%	78
2014 Q4	$445K	Hold	14,000	–	–	0.36%	73
2014 Q3	$506K	Hold	14,000	–	–	0.43%	70
2014 Q2	$597K	Hold	14,000	–	–	0.51%	64
2014 Q1	$489K	Hold	14,000	–	–	0.43%	67
2013 Q4	$491K	Buy	+14,000	New	+$492K	0.43%	70

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Barbara Oil Co's SU Position: Q3 2019 in Review

Barbara Oil Co sold out of Suncor Energy (SU) in Q3 2019, closing a stake of 14,000 shares — an estimated $436K sold.

Barbara Oil Co first reported a position in SU in Q4 2013 and held it in 23 quarters. The position peaked at $597K in Q2 2014. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

Barbara Oil Co reported no remaining Suncor Energy position as of Q3 2019 after selling out during the quarter.
Barbara Oil Co sold 14,000 Suncor Energy shares in Q3 2019, an estimated $436K.
Barbara Oil Co first reported a position in Suncor Energy in Q4 2013 and held it in 23 quarters.
Barbara Oil Co's Suncor Energy position peaked at $597K in Q2 2014.
539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on Barbara Oil Co's 13F filing for Q3 2019, filed 12 Nov 2019.