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Calton & Associates’s Suncor Energy SU Stock Holding History

Calton & 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
Q1 		– Sell
-2,510
Closed -$94K – 1160
2017
Q4 		$94K Buy
+2,510
New +$87.2K 0.02% 507

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Calton & Associates's SU Position: Q1 2018 in Review

Calton & Associates sold out of Suncor Energy (SU) in Q1 2018, closing a stake of 2,510 shares — an estimated $94K sold.

Calton & Associates first reported a position in SU in Q4 2017 and held it in 1 quarter. The position peaked at $94K in Q4 2017. 545 funds tracked by Wall St. Rank hold SU as of Q1 2018.

  • Calton & Associates reported no remaining Suncor Energy position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 2,510 Suncor Energy shares in Q1 2018, an estimated $94K.
  • Calton & Associates first reported a position in Suncor Energy in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Suncor Energy position peaked at $94K in Q4 2017.
  • 545 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.