Forester Capital Management’s Suncor Energy SU Stock Holding History

Forester Capital Management’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 Q2	$79K	Hold	2,700	–	–	0.11%	50
2017 Q1	$83K	Hold	2,700	–	–	0.1%	52
2016 Q4	$88K	Hold	2,700	–	–	0.09%	53
2016 Q3	$75K	Hold	2,700	–	–	0.07%	58
2016 Q2	$75K	Hold	2,700	–	–	0.07%	53
2016 Q1	$79K	Buy	2,700 +1,100	+69%	+$26.6K	0.07%	58
2015 Q4	$41K	Hold	1,600	–	–	0.04%	56
2015 Q3	$43K	Hold	1,600	–	–	0.04%	57
2015 Q2	$44K	Hold	1,600	–	–	0.04%	57
2015 Q1	$47K	Hold	1,600	–	–	0.04%	59
2014 Q4	$51K	Sell	1,600 -800	-33%	-$26.5K	0.04%	59
2014 Q3	$87K	Buy	+2,400	New	+$96.3K	0.07%	53

Other funds holding SU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Forester Capital Management's SU Position: Q2 2017 in Review

Forester Capital Management held its Suncor Energy (SU) position steady in Q2 2017 at 2,700 shares worth $79K. The position accounts for 0.11% of the portfolio, ranked #50.

Forester Capital Management first reported a position in SU in Q3 2014 and has held it in 12 quarters since. The position peaked at $88K in Q4 2016. 495 funds tracked by Wall St. Rank hold SU as of Q2 2017.

Forester Capital Management held 2,700 shares of Suncor Energy worth $79K as of Q2 2017.
Forester Capital Management left its Suncor Energy share count unchanged in Q2 2017.
Suncor Energy made up 0.11% of Forester Capital Management's portfolio in Q2 2017, its #50 holding.
Forester Capital Management first reported a position in Suncor Energy in Q3 2014 and has held it in 12 quarters since.
Forester Capital Management's Suncor Energy position peaked at $88K in Q4 2016.
495 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2017.

Based on Forester Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.