BTC Capital Management’s Suncor Energy SU Stock Holding History

BTC 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
2018 Q3	–	Sell	-5,528	Closed	-$226K	–	182
2018 Q2	$226K	Sell	5,528 -761	-12%	-$29.6K	0.05%	138
2018 Q1	$217K	Buy	6,289 +109	+2%	+$3.8K	0.04%	176
2017 Q4	$225K	Buy	+6,180	New	+$215K	0.04%	162
2017 Q1	–	Sell	-6,451	Closed	-$212K	–	181
2016 Q4	$212K	Buy	+6,451	New	+$198K	0.04%	167
2016 Q3	–	Sell	-9,313	Closed	-$260K	–	183
2016 Q2	$260K	Buy	9,313 +833	+10%	+$22.8K	0.06%	135
2016 Q1	$238K	Sell	8,480 -183	-2%	-$4.43K	0.05%	135
2015 Q4	$223K	Buy	+8,663	New	+$239K	0.05%	154

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BTC Capital Management's SU Position: Q3 2018 in Review

BTC Capital Management sold out of Suncor Energy (SU) in Q3 2018, closing a stake of 5,528 shares — an estimated $226K sold.

BTC Capital Management first reported a position in SU in Q4 2015 and held it in 7 quarters. The position peaked at $260K in Q2 2016. 595 funds tracked by Wall St. Rank hold SU as of Q3 2018.

BTC Capital Management reported no remaining Suncor Energy position as of Q3 2018 after selling out during the quarter.
BTC Capital Management sold 5,528 Suncor Energy shares in Q3 2018, an estimated $226K.
BTC Capital Management first reported a position in Suncor Energy in Q4 2015 and held it in 7 quarters.
BTC Capital Management's Suncor Energy position peaked at $260K in Q2 2016.
595 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2018.

Based on BTC Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.