Glenview Trust’s Suncor Energy SU Stock Holding History

Glenview Trust’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
2019 Q2	–	Sell	-7,182	Closed	-$233K	–	329
2019 Q1	$233K	Sell	7,182 -380	-5%	-$12.4K	0.01%	303
2018 Q4	$211K	Hold	7,562	–	–	0.02%	304
2018 Q3	$293K	Hold	7,562	–	–	0.02%	288
2018 Q2	$308K	Hold	7,562	–	–	0.02%	259
2018 Q1	$261K	Sell	7,562 -958	-11%	-$33.4K	0.02%	299
2017 Q4	$313K	Hold	8,520	–	–	0.02%	292
2017 Q3	$298K	Hold	8,520	–	–	0.02%	282
2017 Q2	$248K	Hold	8,520	–	–	0.02%	293
2017 Q1	$262K	Hold	8,520	–	–	0.02%	280
2016 Q4	$279K	Buy	+8,520	New	+$261K	0.02%	264
2015 Q4	$218K	Buy	+8,442	New	+$233K	0.02%	239
2014 Q4	$5.79M	Buy	+182,309	New	+$6.03M	0.62%	57
2013 Q4	$7.23M	Buy	+206,306	New	+$7.25M	0.83%	41

Other funds holding SU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Glenview Trust's SU Position: Q2 2019 in Review

Glenview Trust sold out of Suncor Energy (SU) in Q2 2019, closing a stake of 7,182 shares — an estimated $233K sold.

Glenview Trust first reported a position in SU in Q4 2013 and held it in 13 quarters. The position peaked at $7.23M in Q4 2013. 547 funds tracked by Wall St. Rank hold SU as of Q2 2019.

Glenview Trust reported no remaining Suncor Energy position as of Q2 2019 after selling out during the quarter.
Glenview Trust sold 7,182 Suncor Energy shares in Q2 2019, an estimated $233K.
Glenview Trust first reported a position in Suncor Energy in Q4 2013 and held it in 13 quarters.
Glenview Trust's Suncor Energy position peaked at $7.23M in Q4 2013.
547 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2019.

Based on Glenview Trust's 13F filing for Q2 2019, filed 8 Aug 2019.