Fiduciary Trust’s Suncor Energy SU Stock Holding History

Fiduciary Trust’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	–	Sell	-7,184	Closed	-$227K	–	524
2019 Q3	$227K	Buy	+7,184	New	+$216K	0.01%	484
2019 Q2	–	Sell	-17,558	Closed	-$570K	–	502
2019 Q1	$570K	Sell	17,558 -36	-0.2%	-$1.17K	0.02%	333
2018 Q4	$492K	Sell	17,594 -133	-0.8%	-$4.42K	0.02%	321
2018 Q3	$686K	Sell	17,727 -169	-0.9%	-$6.84K	0.02%	299
2018 Q2	$728K	Sell	17,896 -605	-3%	-$23.6K	0.02%	286
2018 Q1	$639K	Sell	18,501 -350	-2%	-$12.2K	0.02%	296
2017 Q4	$693K	Sell	18,851 -408	-2%	-$14.2K	0.02%	291
2017 Q3	$675K	Sell	19,259 -696	-3%	-$22.2K	0.02%	295
2017 Q2	$583K	Sell	19,955 -85	-0.4%	-$2.61K	0.02%	320
2017 Q1	$616K	Sell	20,040 -3,005	-13%	-$94.6K	0.02%	308
2016 Q4	$753K	Sell	23,045 -1,047	-4%	-$32.1K	0.02%	289
2016 Q3	$669K	Sell	24,092 -1,117	-4%	-$30.5K	0.02%	310
2016 Q2	$699K	Sell	25,209 -4,180	-14%	-$115K	0.02%	305
2016 Q1	$817K	Buy	+29,389	New	+$711K	0.03%	287

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

Fiduciary Trust's SU Position: Q4 2019 in Review

Fiduciary Trust sold out of Suncor Energy (SU) in Q4 2019, closing a stake of 7,184 shares — an estimated $227K sold.

Fiduciary Trust first reported a position in SU in Q1 2016 and held it in 14 quarters. The position peaked at $817K in Q1 2016. 564 funds tracked by Wall St. Rank hold SU as of Q4 2019.

Fiduciary Trust reported no remaining Suncor Energy position as of Q4 2019 after selling out during the quarter.
Fiduciary Trust sold 7,184 Suncor Energy shares in Q4 2019, an estimated $227K.
Fiduciary Trust first reported a position in Suncor Energy in Q1 2016 and held it in 14 quarters.
Fiduciary Trust's Suncor Energy position peaked at $817K in Q1 2016.
564 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2019.

Based on Fiduciary Trust's 13F filing for Q4 2019, filed 4 Feb 2020.