CIBC Bank USA’s Suncor Energy SU Stock Holding History

CIBC Bank USA’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
2019 Q4	$261K	Sell	7,958 -153	-2%	-$4.78K	0.03%	244
2019 Q3	$256K	Buy	+8,111	New	+$244K	0.04%	240
2018 Q2	–	Sell	-7,390	Closed	-$255K	–	265
2018 Q1	$255K	Hold	7,390	–	–	0.03%	217
2017 Q4	$271K	Hold	7,390	–	–	0.03%	204
2017 Q3	$259K	Buy	+7,390	New	+$236K	0.03%	217
2017 Q1	–	Sell	-6,420	Closed	-$210K	–	270
2016 Q4	$210K	Sell	6,420 -1,026	-14%	-$31.4K	0.03%	243
2016 Q3	$207K	Sell	7,446 -2,330	-24%	-$63.6K	0.03%	235
2016 Q2	$271K	Buy	+9,776	New	+$268K	0.04%	203

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

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

CIBC Bank USA's SU Position: Q4 2019 in Review

CIBC Bank USA reduced its Suncor Energy (SU) stake by 1.9% in Q4 2019, selling an estimated $4.78K and leaving 7,958 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #244.

CIBC Bank USA first reported a position in SU in Q2 2016 and has held it in 8 quarters since. The position peaked at $271K in Q4 2017. 564 funds tracked by Wall St. Rank hold SU as of Q4 2019.

CIBC Bank USA held 7,958 shares of Suncor Energy worth $261K as of Q4 2019.
CIBC Bank USA sold 153 Suncor Energy shares in Q4 2019, an estimated $4.78K.
Suncor Energy made up 0.03% of CIBC Bank USA's portfolio in Q4 2019, its #244 holding.
CIBC Bank USA first reported a position in Suncor Energy in Q2 2016 and has held it in 8 quarters since.
CIBC Bank USA's Suncor Energy position peaked at $271K in Q4 2017.
564 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.