Independent Portfolio Consultants’s Suncor Energy SU Stock Holding History

Independent Portfolio Consultants’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 Q2	$20K	Sell	685 -205	-23%	-$6.3K	0.01%	611
2017 Q1	$27K	Sell	890 -485	-35%	-$15.3K	0.01%	637
2016 Q4	$45K	Sell	1,375 -15	-1%	-$460	0.01%	561
2016 Q3	$39K	Sell	1,390 -175	-11%	-$4.78K	0.01%	585
2016 Q2	$43K	Sell	1,565 -85	-5%	-$2.33K	0.01%	563
2016 Q1	$46K	Sell	1,650 -65	-4%	-$1.57K	0.01%	584
2015 Q4	$44K	Sell	1,715 -10	-0.6%	-$276	0.01%	589
2015 Q3	$46K	Sell	1,725 -40	-2%	-$1.07K	0.01%	599
2015 Q2	$49K	Sell	1,765 -116	-6%	-$3.5K	0.01%	627
2015 Q1	$55K	Sell	1,881 -29	-2%	-$862	0.01%	606
2014 Q4	$61K	Buy	+1,910	New	+$63.2K	0.01%	607

Other funds holding SU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Independent Portfolio Consultants's SU Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Suncor Energy (SU) stake by 23% in Q2 2017, selling an estimated $6.3K and leaving 685 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #611.

Independent Portfolio Consultants first reported a position in SU in Q4 2014 and has held it in 11 quarters since. The position peaked at $61K in Q4 2014. 495 funds tracked by Wall St. Rank hold SU as of Q2 2017.

Independent Portfolio Consultants held 685 shares of Suncor Energy worth $20K as of Q2 2017.
Independent Portfolio Consultants sold 205 Suncor Energy shares in Q2 2017, an estimated $6.3K.
Suncor Energy made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #611 holding.
Independent Portfolio Consultants first reported a position in Suncor Energy in Q4 2014 and has held it in 11 quarters since.
Independent Portfolio Consultants's Suncor Energy position peaked at $61K in Q4 2014.
495 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.