Howland Capital Management’s Suncor Energy SU Stock Holding History

Howland Capital 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 Q4	–	Sell	-5,726	Closed	-$222K	–	209
2018 Q3	$222K	Hold	5,726	–	–	0.02%	209
2018 Q2	$233K	Buy	+5,726	New	+$223K	0.02%	206
2018 Q1	–	Sell	-5,726	Closed	-$210K	–	222
2017 Q4	$210K	Hold	5,726	–	–	0.02%	211
2017 Q3	$201K	Buy	+5,726	New	+$183K	0.02%	215
2014 Q4	–	Sell	-7,069	Closed	-$256K	–	199
2014 Q3	$256K	Sell	7,069 -1,650	-19%	-$66.2K	0.03%	173
2014 Q2	$372K	Buy	8,719 +1,343	+18%	+$52.3K	0.04%	154
2014 Q1	$258K	Hold	7,376	–	–	0.03%	167
2013 Q4	$259K	Hold	7,376	–	–	0.03%	164
2013 Q3	$264K	Sell	7,376 -627	-8%	-$20.9K	0.04%	154
2013 Q2	$236K	Buy	+8,003	New	+$241K	0.04%	127

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 Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

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

Howland Capital Management's SU Position: Q4 2018 in Review

Howland Capital Management sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 5,726 shares — an estimated $222K sold.

Howland Capital Management first reported a position in SU in Q2 2013 and held it in 10 quarters. The position peaked at $372K in Q2 2014. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

Howland Capital Management reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
Howland Capital Management sold 5,726 Suncor Energy shares in Q4 2018, an estimated $222K.
Howland Capital Management first reported a position in Suncor Energy in Q2 2013 and held it in 10 quarters.
Howland Capital Management's Suncor Energy position peaked at $372K in Q2 2014.
557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on Howland Capital Management's 13F filing for Q4 2018, filed 23 Jan 2019.