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Catamount Wealth Management’s Suncor Energy SU Stock Holding History

Catamount Wealth 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
2017
Q3 		– Sell
-140
Closed -$4.47K – 199
2017
Q2 		$4K Hold
140
– – ﹤0.01% 148
2017
Q1 		$4K Hold
140
– – ﹤0.01% 157
2016
Q4 		$5K Hold
140
– – ﹤0.01% 136
2016
Q3 		$4K Buy
+140
New +$3.82K ﹤0.01% 137

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Catamount Wealth Management's SU Position: Q3 2017 in Review

Catamount Wealth Management sold out of Suncor Energy (SU) in Q3 2017, closing a stake of 140 shares — an estimated $4.47K sold.

Catamount Wealth Management first reported a position in SU in Q3 2016 and held it in 4 quarters. The position peaked at $5K in Q4 2016. 493 funds tracked by Wall St. Rank hold SU as of Q3 2017.

  • Catamount Wealth Management reported no remaining Suncor Energy position as of Q3 2017 after selling out during the quarter.
  • Catamount Wealth Management sold 140 Suncor Energy shares in Q3 2017, an estimated $4.47K.
  • Catamount Wealth Management first reported a position in Suncor Energy in Q3 2016 and held it in 4 quarters.
  • Catamount Wealth Management's Suncor Energy position peaked at $5K in Q4 2016.
  • 493 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2017.

Based on Catamount Wealth Management's 13F filing for Q3 2017, filed 13 Nov 2017.