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C.M. Bidwell & Associates’s Suncor Energy SU Stock Holding History

C.M. Bidwell & Associates’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
Q4 		– Sell
-6,910
Closed -$267K – 462
2018
Q3 		$267K Buy
+6,910
New +$280K 0.25% 111

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

C.M. Bidwell & Associates's SU Position: Q4 2018 in Review

C.M. Bidwell & Associates sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 6,910 shares — an estimated $267K sold.

C.M. Bidwell & Associates first reported a position in SU in Q3 2018 and held it in 1 quarter. The position peaked at $267K in Q3 2018. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

  • C.M. Bidwell & Associates reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 6,910 Suncor Energy shares in Q4 2018, an estimated $267K.
  • C.M. Bidwell & Associates first reported a position in Suncor Energy in Q3 2018 and held it in 1 quarter.
  • C.M. Bidwell & Associates's Suncor Energy position peaked at $267K in Q3 2018.
  • 557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2018, filed 14 Feb 2019.