Cambridge Advisors’s Suncor Energy SU Stock Holding History

Cambridge Advisors’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	-5,400	Closed	-$209K	–	143
2018 Q3	$209K	Hold	5,400	–	–	0.07%	132
2018 Q2	$220K	Buy	+5,400	New	+$210K	0.08%	131
2017 Q1	–	Sell	-6,300	Closed	-$206K	–	135
2016 Q4	$206K	Buy	+6,300	New	+$193K	0.09%	125
2016 Q1	–	Sell	-8,800	Closed	-$227K	–	134
2015 Q4	$227K	Sell	8,800 -4,500	-34%	-$124K	0.13%	119
2015 Q3	$355K	Buy	13,300 +1,000	+8%	+$26.8K	0.21%	94
2015 Q2	$338K	Hold	12,300	–	–	0.19%	95
2015 Q1	$360K	Hold	12,300	–	–	0.21%	90
2014 Q4	$391K	Buy	+12,300	New	+$407K	0.24%	85

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Cambridge Advisors's SU Position: Q4 2018 in Review

Cambridge Advisors sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 5,400 shares — an estimated $209K sold.

Cambridge Advisors first reported a position in SU in Q4 2014 and held it in 8 quarters. The position peaked at $391K in Q4 2014. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

Cambridge Advisors reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
Cambridge Advisors sold 5,400 Suncor Energy shares in Q4 2018, an estimated $209K.
Cambridge Advisors first reported a position in Suncor Energy in Q4 2014 and held it in 8 quarters.
Cambridge Advisors's Suncor Energy position peaked at $391K in Q4 2014.
557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on Cambridge Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.