CT Financial Advisors’s Suncor Energy SU Stock Holding History

CT Financial Advisors’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	$49.2K	Hold	1,600	–	–	0.03%	275
2016 Q4	$52.3K	Hold	1,600	–	–	0.03%	263
2016 Q3	$44.4K	Sell	1,600 -450	-22%	-$12.3K	0.03%	282
2016 Q2	$56.8K	Hold	2,050	–	–	0.04%	252
2016 Q1	$57K	Hold	2,050	–	–	0.03%	276
2015 Q4	$52.9K	Hold	2,050	–	–	0.03%	290
2015 Q3	$54.8K	Hold	2,050	–	–	0.03%	281
2015 Q2	$56.4K	Hold	2,050	–	–	0.03%	289
2015 Q1	$60K	Hold	2,050	–	–	0.03%	283
2014 Q4	$65.1K	Buy	+2,050	New	+$67.8K	0.05%	212
2014 Q1	$60K	Buy	+2,050	New	+$68.3K	0.03%	283

Other funds holding SU

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

CT Financial Advisors's SU Position: Q1 2017 in Review

CT Financial Advisors held its Suncor Energy (SU) position steady in Q1 2017 at 1,600 shares worth $49.2K. The position accounts for 0.03% of the portfolio, ranked #275.

CT Financial Advisors first reported a position in SU in Q1 2014 and has held it in 11 quarters since. The position peaked at $65.1K in Q4 2014. 493 funds tracked by Wall St. Rank hold SU as of Q1 2017.

CT Financial Advisors held 1,600 shares of Suncor Energy worth $49.2K as of Q1 2017.
CT Financial Advisors left its Suncor Energy share count unchanged in Q1 2017.
Suncor Energy made up 0.03% of CT Financial Advisors's portfolio in Q1 2017, its #275 holding.
CT Financial Advisors first reported a position in Suncor Energy in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Suncor Energy position peaked at $65.1K in Q4 2014.
493 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.