Ford Financial Group’s Suncor Energy SU Stock Holding History

Ford Financial Group’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	-66	Closed	-$2K	–	323
2017 Q4	$2K	Buy	+66	New	+$2.29K	﹤0.01%	410

Other funds holding SU

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

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

Ford Financial Group's SU Position: Q1 2018 in Review

Ford Financial Group sold out of Suncor Energy (SU) in Q1 2018, closing a stake of 66 shares — an estimated $2K sold.

Ford Financial Group first reported a position in SU in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 545 funds tracked by Wall St. Rank hold SU as of Q1 2018.

Ford Financial Group reported no remaining Suncor Energy position as of Q1 2018 after selling out during the quarter.
Ford Financial Group sold 66 Suncor Energy shares in Q1 2018, an estimated $2K.
Ford Financial Group first reported a position in Suncor Energy in Q4 2017 and held it in 1 quarter.
Ford Financial Group's Suncor Energy position peaked at $2K in Q4 2017.
545 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2018.

Based on Ford Financial Group's 13F filing for Q1 2018, filed 11 May 2018.