Capital Growth Management’s Suncor Energy SU Stock Holding History

Capital Growth 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 Q4	–	Sell	-1,025,000	Closed	-$39.7M	–	67
2018 Q3	$39.7M	Buy	1,025,000 +215,000	+27%	+$8.7M	2.05%	21
2018 Q2	$33M	Buy	+810,000	New	+$31.6M	1.66%	26
2014 Q3	–	Sell	-1,300,000	Closed	-$55.4M	–	73
2014 Q2	$55.4M	Buy	+1,300,000	New	+$50.6M	1.47%	27

Other funds holding SU

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital Growth Management's SU Position: Q4 2018 in Review

Capital Growth Management sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 1,025,000 shares — an estimated $39.7M sold.

Capital Growth Management first reported a position in SU in Q2 2014 and held it in 3 quarters. The position peaked at $55.4M in Q2 2014. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

Capital Growth Management reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
Capital Growth Management sold 1,025,000 Suncor Energy shares in Q4 2018, an estimated $39.7M.
Capital Growth Management first reported a position in Suncor Energy in Q2 2014 and held it in 3 quarters.
Capital Growth Management's Suncor Energy position peaked at $55.4M in Q2 2014.
557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on Capital Growth Management's 13F filing for Q4 2018, filed 14 Feb 2019.