Gratus Capital’s Suncor Energy SU Stock Holding History

Gratus Capital’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 Q1	–	Sell	-5,900	Closed	-$217K	–	187
2017 Q4	$217K	Sell	5,900 -1,050	-15%	-$36.5K	0.03%	166
2017 Q3	$243K	Hold	6,950	–	–	0.03%	161
2017 Q2	$203K	Hold	6,950	–	–	0.03%	173
2017 Q1	$214K	Sell	6,950 -800	-10%	-$25.2K	0.03%	163
2016 Q4	$253K	Hold	7,750	–	–	0.04%	159
2016 Q3	$215K	Sell	7,750 -800	-9%	-$21.8K	0.03%	166
2016 Q2	$237K	Buy	+8,550	New	+$234K	0.03%	164

Other funds holding SU

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Gratus Capital's SU Position: Q1 2018 in Review

Gratus Capital sold out of Suncor Energy (SU) in Q1 2018, closing a stake of 5,900 shares — an estimated $217K sold.

Gratus Capital first reported a position in SU in Q2 2016 and held it in 7 quarters. The position peaked at $253K in Q4 2016. 545 funds tracked by Wall St. Rank hold SU as of Q1 2018.

Gratus Capital reported no remaining Suncor Energy position as of Q1 2018 after selling out during the quarter.
Gratus Capital sold 5,900 Suncor Energy shares in Q1 2018, an estimated $217K.
Gratus Capital first reported a position in Suncor Energy in Q2 2016 and held it in 7 quarters.
Gratus Capital's Suncor Energy position peaked at $253K in Q4 2016.
545 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2018.

Based on Gratus Capital's 13F filing for Q1 2018, filed 10 May 2018.