Greenwich Investment Management’s Suncor Energy SU Stock Holding History

Greenwich Investment 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 Q3	–	Sell	-4,935	Closed	-$201K	–	67
2018 Q2	$201K	Buy	+4,935	New	+$192K	0.21%	58
2017 Q2	–	Sell	-8,945	Closed	-$275K	–	59
2017 Q1	$275K	Sell	8,945 -29	-0.3%	-$913	0.3%	42
2016 Q4	$293K	Hold	8,974	–	–	0.3%	41
2016 Q3	$249K	Sell	8,974 -1	-0%	-$27	0.25%	44
2016 Q2	$249K	Buy	8,975 +1	+0%	+$27	0.27%	47
2016 Q1	$249K	Buy	+8,974	New	+$217K	0.3%	40

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

Greenwich Investment Management's SU Position: Q3 2018 in Review

Greenwich Investment Management sold out of Suncor Energy (SU) in Q3 2018, closing a stake of 4,935 shares — an estimated $201K sold.

Greenwich Investment Management first reported a position in SU in Q1 2016 and held it in 6 quarters. The position peaked at $293K in Q4 2016. 596 funds tracked by Wall St. Rank hold SU as of Q3 2018.

Greenwich Investment Management reported no remaining Suncor Energy position as of Q3 2018 after selling out during the quarter.
Greenwich Investment Management sold 4,935 Suncor Energy shares in Q3 2018, an estimated $201K.
Greenwich Investment Management first reported a position in Suncor Energy in Q1 2016 and held it in 6 quarters.
Greenwich Investment Management's Suncor Energy position peaked at $293K in Q4 2016.
596 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2018.

Based on Greenwich Investment Management's 13F filing for Q3 2018, filed 14 Nov 2018.