Financial Engines Advisors
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Financial Engines Advisors’s Suncor Energy SU Stock Holding History

Financial Engines 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
2018
Q1 		– Sell
-70
Closed -$3K – 218
2017
Q4 		$3K Buy
+70
New +$2.43K ﹤0.01% 130

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Financial Engines Advisors's SU Position: Q1 2018 in Review

Financial Engines Advisors sold out of Suncor Energy (SU) in Q1 2018, closing a stake of 70 shares — an estimated $3K sold.

Financial Engines Advisors first reported a position in SU in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 545 funds tracked by Wall St. Rank hold SU as of Q1 2018.

  • Financial Engines Advisors reported no remaining Suncor Energy position as of Q1 2018 after selling out during the quarter.
  • Financial Engines Advisors sold 70 Suncor Energy shares in Q1 2018, an estimated $3K.
  • Financial Engines Advisors first reported a position in Suncor Energy in Q4 2017 and held it in 1 quarter.
  • Financial Engines Advisors's Suncor Energy position peaked at $3K in Q4 2017.
  • 545 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2018.

Based on Financial Engines Advisors's 13F filing for Q1 2018, filed 2 May 2018.