Bridges Investment Counsel’s Suncor Energy SU Stock Holding History

Bridges Investment Counsel’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 Q4	$459K	Hold	12,500	–	–	0.25%	88
2017 Q3	$438K	Sell	12,500 -7,895	-39%	-$252K	0.24%	91
2017 Q2	$596K	Buy	20,395 +9,222	+83%	+$284K	0.14%	106
2017 Q1	$344K	Sell	11,173 -7,297	-40%	-$230K	0.1%	106
2016 Q4	$604K	Buy	18,470 +75	+0.4%	+$2.3K	0.15%	106
2016 Q3	$511K	Buy	18,395 +300	+2%	+$8.19K	0.11%	111
2016 Q2	$502K	Buy	18,095 +1,050	+6%	+$28.8K	0.11%	114
2016 Q1	$474K	Buy	+17,045	New	+$412K	0.1%	118
2015 Q3	–	Sell	-15,370	Closed	-$423K	–	161
2015 Q2	$423K	Sell	15,370 -350	-2%	-$10.6K	0.1%	124
2015 Q1	$460K	Hold	15,720	–	–	0.11%	124
2014 Q4	$500K	Buy	15,720 +400	+3%	+$13.2K	0.11%	120
2014 Q3	$553K	Sell	15,320 -50	-0.3%	-$2.01K	0.13%	118
2014 Q2	$655K	Hold	15,370	–	–	0.15%	113
2014 Q1	$538K	Sell	15,370 -50	-0.3%	-$1.67K	0.13%	117
2013 Q4	$541K	Hold	15,420	–	–	0.12%	117
2013 Q3	$551K	Sell	15,420 -675	-4%	-$22.5K	0.14%	114
2013 Q2	$475K	Buy	+16,095	New	+$485K	0.12%	119

Other funds holding SU

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Bridges Investment Counsel's SU Position: Q4 2017 in Review

Bridges Investment Counsel held its Suncor Energy (SU) position steady in Q4 2017 at 12,500 shares worth $459K. The position accounts for 0.25% of the portfolio, ranked #88.

Bridges Investment Counsel first reported a position in SU in Q2 2013 and has held it in 17 quarters since. The position peaked at $655K in Q2 2014. 558 funds tracked by Wall St. Rank hold SU as of Q4 2017.

Bridges Investment Counsel held 12,500 shares of Suncor Energy worth $459K as of Q4 2017.
Bridges Investment Counsel left its Suncor Energy share count unchanged in Q4 2017.
Suncor Energy made up 0.25% of Bridges Investment Counsel's portfolio in Q4 2017, its #88 holding.
Bridges Investment Counsel first reported a position in Suncor Energy in Q2 2013 and has held it in 17 quarters since.
Bridges Investment Counsel's Suncor Energy position peaked at $655K in Q2 2014.
558 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2017.

Based on Bridges Investment Counsel's 13F filing for Q4 2017, filed 9 Feb 2018.