Hollow Brook Wealth Management’s Suncor Energy SU Stock Holding History

Hollow Brook Wealth 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
2017 Q1	–	Sell	-8,360	Closed	-$273K	–	47
2016 Q4	$273K	Hold	8,360	–	–	0.17%	41
2016 Q3	$232K	Buy	+8,360	New	+$228K	0.14%	47
2016 Q2	–	Sell	-8,360	Closed	-$232K	–	50
2016 Q1	$232K	Buy	+8,360	New	+$202K	0.14%	42

Other funds holding SU

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

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

Hollow Brook Wealth Management's SU Position: Q1 2017 in Review

Hollow Brook Wealth Management sold out of Suncor Energy (SU) in Q1 2017, closing a stake of 8,360 shares — an estimated $273K sold.

Hollow Brook Wealth Management first reported a position in SU in Q1 2016 and held it in 3 quarters. The position peaked at $273K in Q4 2016. 493 funds tracked by Wall St. Rank hold SU as of Q1 2017.

Hollow Brook Wealth Management reported no remaining Suncor Energy position as of Q1 2017 after selling out during the quarter.
Hollow Brook Wealth Management sold 8,360 Suncor Energy shares in Q1 2017, an estimated $273K.
Hollow Brook Wealth Management first reported a position in Suncor Energy in Q1 2016 and held it in 3 quarters.
Hollow Brook Wealth Management's Suncor Energy position peaked at $273K in Q4 2016.
493 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2017.

Based on Hollow Brook Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.