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Chartwell Investment Partners’s Suncor Energy SU Stock Holding History

Chartwell 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
2017
Q1 		– Sell
-20,500
Closed -$670K – 444
2016
Q4 		$670K Hold
20,500
– – 0.02% 391
2016
Q3 		$569K Buy
20,500
+7,170
+54% +$196K 0.01% 398
2016
Q2 		$370K Buy
+13,330
New +$365K 0.01% 392

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Chartwell Investment Partners's SU Position: Q1 2017 in Review

Chartwell Investment Partners sold out of Suncor Energy (SU) in Q1 2017, closing a stake of 20,500 shares — an estimated $670K sold.

Chartwell Investment Partners first reported a position in SU in Q2 2016 and held it in 3 quarters. The position peaked at $670K in Q4 2016. 493 funds tracked by Wall St. Rank hold SU as of Q1 2017.

  • Chartwell Investment Partners reported no remaining Suncor Energy position as of Q1 2017 after selling out during the quarter.
  • Chartwell Investment Partners sold 20,500 Suncor Energy shares in Q1 2017, an estimated $670K.
  • Chartwell Investment Partners first reported a position in Suncor Energy in Q2 2016 and held it in 3 quarters.
  • Chartwell Investment Partners's Suncor Energy position peaked at $670K in Q4 2016.
  • 493 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2017.

Based on Chartwell Investment Partners's 13F filing for Q1 2017, filed 12 May 2017.