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Homrich & Berg’s Suncor Energy SU Stock Holding History

Homrich & Berg’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
Q4 		– Sell
-8,166
Closed -$286K – 365
2017
Q3 		$286K Buy
+8,166
New +$261K 0.02% 257
2016
Q2 		– Sell
-8,111
Closed -$226K – 280
2016
Q1 		$226K Buy
+8,111
New +$196K 0.02% 238
2015
Q4 		– Sell
-7,546
Closed -$202K – 272
2015
Q3 		$202K Buy
+7,546
New +$202K 0.02% 251

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Homrich & Berg's SU Position: Q4 2017 in Review

Homrich & Berg sold out of Suncor Energy (SU) in Q4 2017, closing a stake of 8,166 shares — an estimated $286K sold.

Homrich & Berg first reported a position in SU in Q3 2015 and held it in 3 quarters. The position peaked at $286K in Q3 2017. 558 funds tracked by Wall St. Rank hold SU as of Q4 2017.

  • Homrich & Berg reported no remaining Suncor Energy position as of Q4 2017 after selling out during the quarter.
  • Homrich & Berg sold 8,166 Suncor Energy shares in Q4 2017, an estimated $286K.
  • Homrich & Berg first reported a position in Suncor Energy in Q3 2015 and held it in 3 quarters.
  • Homrich & Berg's Suncor Energy position peaked at $286K in Q3 2017.
  • 558 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2017.

Based on Homrich & Berg's 13F filing for Q4 2017, filed 9 Feb 2018.