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Financial Advisors Network’s Suncor Energy SU Stock Holding History

Financial Advisors Network’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 		– Sell
-105
Closed -$3.29K – 406
2016
Q4 		$3.29K Buy
+105
New +$3.22K ﹤0.01% 383

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Financial Advisors Network sold out of Suncor Energy (SU) in Q1 2017, closing a stake of 105 shares — an estimated $3.29K sold.

Financial Advisors Network first reported a position in SU in Q4 2016 and held it in 1 quarter. The position peaked at $3.29K in Q4 2016. 493 funds tracked by Wall St. Rank hold SU as of Q1 2017.

  • Financial Advisors Network reported no remaining Suncor Energy position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 105 Suncor Energy shares in Q1 2017, an estimated $3.29K.
  • Financial Advisors Network first reported a position in Suncor Energy in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's Suncor Energy position peaked at $3.29K in Q4 2016.
  • 493 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.