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Bellwether Investment Group’s Suncor Energy SU Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-836
Closed -$26K – 540
2017
Q1 		$26K Sell
836
-751
-47% -$23.7K 0.07% 250
2016
Q4 		$52K Buy
+1,587
New +$48.6K 0.05% 264
2016
Q2 		$24K Buy
+863
New +$23.7K 0.03% 316

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bellwether Investment Group's SU Position: Q2 2017 in Review

Bellwether Investment Group sold out of Suncor Energy (SU) in Q2 2017, closing a stake of 836 shares — an estimated $26K sold.

Bellwether Investment Group first reported a position in SU in Q2 2016 and held it in 3 quarters. The position peaked at $52K in Q4 2016. 495 funds tracked by Wall St. Rank hold SU as of Q2 2017.

  • Bellwether Investment Group reported no remaining Suncor Energy position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 836 Suncor Energy shares in Q2 2017, an estimated $26K.
  • Bellwether Investment Group first reported a position in Suncor Energy in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Suncor Energy position peaked at $52K in Q4 2016.
  • 495 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.