Champlain Investment Partners’s Suncor Energy SU Stock Holding History

Champlain Investment Partners’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
2016 Q4	–	Sell	-9,500	Closed	-$264K	–	136
2016 Q3	$264K	Hold	9,500	–	–	﹤0.01%	134
2016 Q2	$263K	Hold	9,500	–	–	﹤0.01%	130
2016 Q1	$264K	Hold	9,500	–	–	﹤0.01%	147
2015 Q4	$245K	Hold	9,500	–	–	﹤0.01%	135
2015 Q3	$254K	Hold	9,500	–	–	﹤0.01%	137
2015 Q2	$261K	Hold	9,500	–	–	﹤0.01%	135
2015 Q1	$278K	Hold	9,500	–	–	﹤0.01%	121
2014 Q4	$302K	Hold	9,500	–	–	﹤0.01%	123
2014 Q3	$343K	Buy	9,500 +1,600	+20%	+$64.2K	0.01%	129
2014 Q2	$337K	Hold	7,900	–	–	0.01%	130
2014 Q1	$276K	Buy	+7,900	New	+$263K	﹤0.01%	134

Other funds holding SU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

Champlain Investment Partners's SU Position: Q4 2016 in Review

Champlain Investment Partners sold out of Suncor Energy (SU) in Q4 2016, closing a stake of 9,500 shares — an estimated $264K sold.

Champlain Investment Partners first reported a position in SU in Q1 2014 and held it in 11 quarters. The position peaked at $343K in Q3 2014. 495 funds tracked by Wall St. Rank hold SU as of Q4 2016.

Champlain Investment Partners reported no remaining Suncor Energy position as of Q4 2016 after selling out during the quarter.
Champlain Investment Partners sold 9,500 Suncor Energy shares in Q4 2016, an estimated $264K.
Champlain Investment Partners first reported a position in Suncor Energy in Q1 2014 and held it in 11 quarters.
Champlain Investment Partners's Suncor Energy position peaked at $343K in Q3 2014.
495 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2016.

Based on Champlain Investment Partners's 13F filing for Q4 2016, filed 13 Feb 2017.