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Howe & Rusling’s Suncor Energy SU Stock Holding History

Howe & Rusling’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
2020
Q2 		– Sell
-348
Closed -$5K – 898
2020
Q1 		$5K Sell
348
-240
-41% -$6.29K ﹤0.01% 516
2019
Q4 		$19K Buy
588
+221
+60% +$6.9K ﹤0.01% 384
2019
Q3 		$12K Sell
367
-353
-49% -$10.6K ﹤0.01% 449
2019
Q2 		$22K Sell
720
-1,171
-62% -$37.5K ﹤0.01% 361
2019
Q1 		$61K Sell
1,891
-127
-6% -$4.14K 0.01% 276
2018
Q4 		$56K Sell
2,018
-1,296
-39% -$43.1K 0.01% 251
2018
Q3 		$128K Buy
3,314
+1,475
+80% +$59.7K 0.02% 182
2018
Q2 		$75K Sell
1,839
-607
-25% -$23.6K 0.01% 221
2018
Q1 		$84K Sell
2,446
-332
-12% -$11.6K 0.02% 226
2017
Q4 		$102K Sell
2,778
-635
-19% -$22.1K 0.02% 239
2017
Q3 		$120K Buy
3,413
+474
+16% +$15.1K 0.02% 224
2017
Q2 		$86K Sell
2,939
-1,204
-29% -$37K 0.02% 217
2017
Q1 		$127K Buy
4,143
+670
+19% +$21.1K 0.03% 179
2016
Q4 		$114K Buy
3,473
+727
+26% +$22.3K 0.03% 185
2016
Q3 		$76K Sell
2,746
-1
-0% -$27 0.02% 222
2016
Q2 		$76K Sell
2,747
-600
-18% -$16.4K 0.02% 212
2016
Q1 		$93K Buy
3,347
+600
+22% +$14.5K 0.02% 208
2015
Q4 		$71K Hold
2,747
– – 0.02% 236
2015
Q3 		$73K Hold
2,747
– – 0.02% 230
2015
Q2 		$76K Hold
2,747
– – 0.02% 253
2015
Q1 		$80K Sell
2,747
-610
-18% -$18.1K 0.02% 231
2014
Q4 		$107K Buy
3,357
+351
+12% +$11.6K 0.03% 191
2014
Q3 		$109K Hold
3,006
– – 0.03% 191
2014
Q2 		$128K Sell
3,006
-679
-18% -$26.5K 0.03% 187
2014
Q1 		$129K Buy
3,685
+860
+30% +$28.6K 0.03% 184
2013
Q4 		$99K Sell
2,825
-915
-24% -$32.2K 0.02% 204
2013
Q3 		$136K Buy
3,740
+37
+1% +$1.23K 0.05% 168
2013
Q2 		$109K Buy
+3,703
New +$112K 0.03% 207

Other funds holding SU

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Howe & Rusling's SU Position: Q2 2020 in Review

Howe & Rusling sold out of Suncor Energy (SU) in Q2 2020, closing a stake of 348 shares — an estimated $5K sold.

Howe & Rusling first reported a position in SU in Q2 2013 and held it in 28 quarters. The position peaked at $136K in Q3 2013. 452 funds tracked by Wall St. Rank hold SU as of Q2 2020.

  • Howe & Rusling reported no remaining Suncor Energy position as of Q2 2020 after selling out during the quarter.
  • Howe & Rusling sold 348 Suncor Energy shares in Q2 2020, an estimated $5K.
  • Howe & Rusling first reported a position in Suncor Energy in Q2 2013 and held it in 28 quarters.
  • Howe & Rusling's Suncor Energy position peaked at $136K in Q3 2013.
  • 452 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2020.

Based on Howe & Rusling's 13F filing for Q2 2020, filed 15 Jul 2020.