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Forward Management’s Suncor Energy SU Stock Holding History

Forward 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
2018
Q2 		– Sell
-5,600
Closed -$193K – 185
2018
Q1 		$193K Buy
5,600
+900
+19% +$31.4K 0.03% 168
2017
Q4 		$173K Buy
4,700
+300
+7% +$10.4K 0.02% 177
2017
Q3 		$154K Buy
+4,400
New +$140K 0.02% 177
2016
Q3 		– Sell
-145
Closed -$4K – 227
2016
Q2 		$4K Hold
145
– – ﹤0.01% 218
2016
Q1 		$4K Sell
145
-130,451
-100% -$3.16M ﹤0.01% 245
2015
Q4 		$3.37M Buy
130,596
+45,563
+54% +$1.26M 0.29% 61
2015
Q3 		$2.27M Sell
85,033
-5,526
-6% -$148K 0.18% 84
2015
Q2 		$2.49M Buy
90,559
+4,232
+5% +$128K 0.15% 92
2015
Q1 		$2.52M Sell
86,327
-949
-1% -$28.2K 0.15% 96
2014
Q4 		$2.77M Sell
87,276
-753
-0.9% -$24.9K 0.15% 94
2014
Q3 		$3.18M Buy
88,029
+2,388
+3% +$95.8K 0.19% 80
2014
Q2 		$3.66M Sell
85,641
-1,534
-2% -$59.8K 0.21% 66
2014
Q1 		$3.05M Buy
87,175
+29,811
+52% +$993K 0.17% 76
2013
Q4 		$2.01M Buy
57,364
+21,324
+59% +$750K 0.12% 99
2013
Q3 		$1.29M Buy
+36,040
New +$1.2M 0.08% 131

Other funds holding SU

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Forward Management's SU Position: Q2 2018 in Review

Forward Management sold out of Suncor Energy (SU) in Q2 2018, closing a stake of 5,600 shares — an estimated $193K sold.

Forward Management first reported a position in SU in Q3 2013 and held it in 15 quarters. The position peaked at $3.66M in Q2 2014. 569 funds tracked by Wall St. Rank hold SU as of Q2 2018.

  • Forward Management reported no remaining Suncor Energy position as of Q2 2018 after selling out during the quarter.
  • Forward Management sold 5,600 Suncor Energy shares in Q2 2018, an estimated $193K.
  • Forward Management first reported a position in Suncor Energy in Q3 2013 and held it in 15 quarters.
  • Forward Management's Suncor Energy position peaked at $3.66M in Q2 2014.
  • 569 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2018.

Based on Forward Management's 13F filing for Q2 2018, filed 1 Aug 2018.