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Burleson & Co’s Suncor Energy SU Stock Holding History

Burleson & Co’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
-13,744
Closed -$559K – 116
2018
Q2 		$559K Buy
13,744
+1,747
+15% +$68.1K 0.33% 72
2018
Q1 		$414K Hold
11,997
– – 0.27% 75
2017
Q4 		$441K Buy
+11,997
New +$417K 0.28% 78

Other funds holding SU

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Burleson & Co's SU Position: Q3 2018 in Review

Burleson & Co sold out of Suncor Energy (SU) in Q3 2018, closing a stake of 13,744 shares — an estimated $559K sold.

Burleson & Co first reported a position in SU in Q4 2017 and held it in 3 quarters. The position peaked at $559K in Q2 2018. 596 funds tracked by Wall St. Rank hold SU as of Q3 2018.

  • Burleson & Co reported no remaining Suncor Energy position as of Q3 2018 after selling out during the quarter.
  • Burleson & Co sold 13,744 Suncor Energy shares in Q3 2018, an estimated $559K.
  • Burleson & Co first reported a position in Suncor Energy in Q4 2017 and held it in 3 quarters.
  • Burleson & Co's Suncor Energy position peaked at $559K in Q2 2018.
  • 596 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2018.

Based on Burleson & Co's 13F filing for Q3 2018, filed 6 Dec 2018.