Credential Securities’s Suncor Energy SU Stock Holding History

Credential Securities’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 Q2	$2.82M	Sell	69,226 -5,878	-8%	-$229K	0.64%	33
2018 Q1	$2.59M	Sell	75,104 -18,870	-20%	-$657K	0.62%	36
2017 Q4	$3.45M	Sell	93,974 -11,012	-10%	-$383K	0.84%	32
2017 Q3	$3.68M	Buy	104,986 +136	+0.1%	+$4.34K	0.99%	26
2017 Q2	$3.08M	Buy	104,850 +1,324	+1%	+$40.7K	0.94%	28
2017 Q1	$3.18M	Sell	103,526 -31,808	-24%	-$1M	1.11%	26
2016 Q4	$4.42M	Sell	135,334 -25,061	-16%	-$768K	1.76%	9
2016 Q3	$4.45M	Buy	160,395 +1,496	+0.9%	+$40.9K	2.02%	8
2016 Q2	$4.4M	Buy	158,899 +2,755	+2%	+$75.5K	2.29%	7
2016 Q1	$4.34M	Sell	156,144 -5,891	-4%	-$142K	2.51%	7
2015 Q4	$4.18M	Buy	162,035 +3,367	+2%	+$93K	2.74%	5
2015 Q3	$4.23M	Sell	158,668 -2,622	-2%	-$70.3K	2.94%	4
2015 Q2	$4.45M	Buy	161,290 +4,228	+3%	+$128K	2.81%	6
2015 Q1	$4.59M	Buy	157,062 +11,488	+8%	+$341K	2.98%	5
2014 Q4	$4.62M	Sell	145,574 -1,157	-0.8%	-$38.3K	2.99%	5
2014 Q3	$5.29M	Buy	146,731 +2,196	+2%	+$88.1K	3.55%	5
2014 Q2	$6.15M	Sell	144,535 -4,394	-3%	-$171K	4.08%	4
2014 Q1	$5.21M	Buy	+148,929	New	+$4.96M	3.89%	4

Other funds holding SU

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Credential Securities's SU Position: Q2 2018 in Review

Credential Securities reduced its Suncor Energy (SU) stake by 7.8% in Q2 2018, selling an estimated $229K and leaving 69,226 shares worth $2.82M. The position accounts for 0.64% of the portfolio, ranked #33.

Credential Securities first reported a position in SU in Q1 2014 and has held it in 18 quarters since. The position peaked at $6.15M in Q2 2014. 570 funds tracked by Wall St. Rank hold SU as of Q2 2018.

Credential Securities held 69,226 shares of Suncor Energy worth $2.82M as of Q2 2018.
Credential Securities sold 5,878 Suncor Energy shares in Q2 2018, an estimated $229K.
Suncor Energy made up 0.64% of Credential Securities's portfolio in Q2 2018, its #33 holding.
Credential Securities first reported a position in Suncor Energy in Q1 2014 and has held it in 18 quarters since.
Credential Securities's Suncor Energy position peaked at $6.15M in Q2 2014.
570 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.