Hirtle Callaghan & Co’s Suncor Energy SU Stock Holding History

Hirtle Callaghan & Co’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 Q1	–	Sell	-4,000	Closed	-$112K	–	127
2018 Q4	$112K	Hold	4,000	–	–	0.01%	93
2018 Q3	$155K	Hold	4,000	–	–	0.01%	91
2018 Q2	$163K	Buy	+4,000	New	+$156K	0.02%	89
2015 Q1	–	Sell	-80	Closed	-$3K	–	319
2014 Q4	$3K	Hold	80	–	–	﹤0.01%	488
2014 Q3	$3K	Hold	80	–	–	﹤0.01%	531
2014 Q2	$3K	Hold	80	–	–	﹤0.01%	560
2014 Q1	$3K	Hold	80	–	–	﹤0.01%	547
2013 Q4	$3K	Hold	80	–	–	﹤0.01%	525
2013 Q3	$3K	Buy	+80	New	+$2.66K	﹤0.01%	538

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Hirtle Callaghan & Co's SU Position: Q1 2019 in Review

Hirtle Callaghan & Co sold out of Suncor Energy (SU) in Q1 2019, closing a stake of 4,000 shares — an estimated $112K sold.

Hirtle Callaghan & Co first reported a position in SU in Q3 2013 and held it in 9 quarters. The position peaked at $163K in Q2 2018. 571 funds tracked by Wall St. Rank hold SU as of Q1 2019.

Hirtle Callaghan & Co reported no remaining Suncor Energy position as of Q1 2019 after selling out during the quarter.
Hirtle Callaghan & Co sold 4,000 Suncor Energy shares in Q1 2019, an estimated $112K.
Hirtle Callaghan & Co first reported a position in Suncor Energy in Q3 2013 and held it in 9 quarters.
Hirtle Callaghan & Co's Suncor Energy position peaked at $163K in Q2 2018.
571 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2019.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2019, filed 14 May 2019.