BCM Advisors’s Suncor Energy SU Stock Holding History

BCM Advisors’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
2017 Q1	–	Sell	-700	Closed	-$23K	–	84
2016 Q4	$23K	Buy	+700	New	+$21.5K	0.02%	59

Other funds holding SU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

BCM Advisors's SU Position: Q1 2017 in Review

BCM Advisors sold out of Suncor Energy (SU) in Q1 2017, closing a stake of 700 shares — an estimated $23K sold.

BCM Advisors first reported a position in SU in Q4 2016 and held it in 1 quarter. The position peaked at $23K in Q4 2016. 493 funds tracked by Wall St. Rank hold SU as of Q1 2017.

BCM Advisors reported no remaining Suncor Energy position as of Q1 2017 after selling out during the quarter.
BCM Advisors sold 700 Suncor Energy shares in Q1 2017, an estimated $23K.
BCM Advisors first reported a position in Suncor Energy in Q4 2016 and held it in 1 quarter.
BCM Advisors's Suncor Energy position peaked at $23K in Q4 2016.
493 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2017.

Based on BCM Advisors's 13F filing for Q1 2017, filed 12 May 2017.