Geneva Advisors’s Suncor Energy SU Stock Holding History

Geneva 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
2017 Q1	–	Sell	-6,324	Closed	-$207K	–	812
2016 Q4	$207K	Buy	+6,324	New	+$194K	﹤0.01%	678

Other funds holding SU

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

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

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

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

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

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

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

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

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

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

Geneva Advisors's SU Position: Q1 2017 in Review

Geneva Advisors sold out of Suncor Energy (SU) in Q1 2017, closing a stake of 6,324 shares — an estimated $207K sold.

Geneva Advisors first reported a position in SU in Q4 2016 and held it in 1 quarter. The position peaked at $207K in Q4 2016. 493 funds tracked by Wall St. Rank hold SU as of Q1 2017.

Geneva Advisors reported no remaining Suncor Energy position as of Q1 2017 after selling out during the quarter.
Geneva Advisors sold 6,324 Suncor Energy shares in Q1 2017, an estimated $207K.
Geneva Advisors first reported a position in Suncor Energy in Q4 2016 and held it in 1 quarter.
Geneva Advisors's Suncor Energy position peaked at $207K in Q4 2016.
493 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2017.

Based on Geneva Advisors's 13F filing for Q1 2017, filed 1 May 2017.