Brasada Capital Management’s Suncor Energy SU Stock Holding History

Brasada 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	-500	Closed	-$14K	–	251
2018 Q4	$14K	Sell	500 -245	-33%	-$8.14K	﹤0.01%	223
2018 Q3	$29K	Hold	745	–	–	0.01%	230
2018 Q2	$30K	Hold	745	–	–	0.01%	218
2018 Q1	$26K	Hold	745	–	–	0.01%	211
2017 Q4	$27K	Buy	+745	New	+$25.9K	0.01%	212

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

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

Brasada Capital Management sold out of Suncor Energy (SU) in Q1 2019, closing a stake of 500 shares — an estimated $14K sold.

Brasada Capital Management first reported a position in SU in Q4 2017 and held it in 5 quarters. The position peaked at $30K in Q2 2018. 571 funds tracked by Wall St. Rank hold SU as of Q1 2019.

Brasada Capital Management reported no remaining Suncor Energy position as of Q1 2019 after selling out during the quarter.
Brasada Capital Management sold 500 Suncor Energy shares in Q1 2019, an estimated $14K.
Brasada Capital Management first reported a position in Suncor Energy in Q4 2017 and held it in 5 quarters.
Brasada Capital Management's Suncor Energy position peaked at $30K in Q2 2018.
571 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2019.

Based on Brasada Capital Management's 13F filing for Q1 2019, filed 6 May 2019.