Girard Partners’s Suncor Energy SU Stock Holding History

Girard Partners’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 Q4	–	Sell	-1,854	Closed	-$71K	–	748
2018 Q3	$71K	Buy	+1,854	New	+$75K	0.01%	396

Other funds holding SU

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Girard Partners's SU Position: Q4 2018 in Review

Girard Partners sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 1,854 shares — an estimated $71K sold.

Girard Partners first reported a position in SU in Q3 2018 and held it in 1 quarter. The position peaked at $71K in Q3 2018. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

Girard Partners reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
Girard Partners sold 1,854 Suncor Energy shares in Q4 2018, an estimated $71K.
Girard Partners first reported a position in Suncor Energy in Q3 2018 and held it in 1 quarter.
Girard Partners's Suncor Energy position peaked at $71K in Q3 2018.
557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.