Ferris Capital’s Suncor Energy SU Stock Holding History

Ferris Capital’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 Q2	–	Sell	-600	Closed	-$19K	–	555
2019 Q1	$19K	Hold	600	–	–	0.01%	361
2018 Q4	$17K	Hold	600	–	–	0.01%	354
2018 Q3	$23K	Hold	600	–	–	0.01%	356
2018 Q2	$24K	Hold	600	–	–	0.01%	345
2018 Q1	$21K	Buy	+600	New	+$20.9K	0.01%	394
2017 Q3	–	Sell	-600	Closed	-$18K	–	515
2017 Q2	$18K	Buy	+600	New	+$18.4K	0.01%	380

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

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

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

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

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

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

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

Ferris Capital's SU Position: Q2 2019 in Review

Ferris Capital sold out of Suncor Energy (SU) in Q2 2019, closing a stake of 600 shares — an estimated $19K sold.

Ferris Capital first reported a position in SU in Q2 2017 and held it in 6 quarters. The position peaked at $24K in Q2 2018. 547 funds tracked by Wall St. Rank hold SU as of Q2 2019.

Ferris Capital reported no remaining Suncor Energy position as of Q2 2019 after selling out during the quarter.
Ferris Capital sold 600 Suncor Energy shares in Q2 2019, an estimated $19K.
Ferris Capital first reported a position in Suncor Energy in Q2 2017 and held it in 6 quarters.
Ferris Capital's Suncor Energy position peaked at $24K in Q2 2018.
547 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2019.

Based on Ferris Capital's 13F filing for Q2 2019, filed 18 Jul 2019.