Intellectus Partners’s Suncor Energy SU Stock Holding History

Intellectus Partners’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	-12,400	Closed	-$480K	–	479
2018 Q3	$480K	Hold	12,400	–	–	0.17%	148
2018 Q2	$504K	Hold	12,400	–	–	0.18%	135
2018 Q1	$428K	Hold	12,400	–	–	0.15%	156
2017 Q4	$455K	Hold	12,400	–	–	0.17%	137
2017 Q3	$434K	Hold	12,400	–	–	0.18%	137
2017 Q2	$362K	Hold	12,400	–	–	0.16%	146
2017 Q1	$381K	Hold	12,400	–	–	0.19%	127
2016 Q4	$405K	Buy	+12,400	New	+$380K	0.21%	124

Other funds holding SU

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Intellectus Partners's SU Position: Q4 2018 in Review

Intellectus Partners sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 12,400 shares — an estimated $480K sold.

Intellectus Partners first reported a position in SU in Q4 2016 and held it in 8 quarters. The position peaked at $504K in Q2 2018. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

Intellectus Partners reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
Intellectus Partners sold 12,400 Suncor Energy shares in Q4 2018, an estimated $480K.
Intellectus Partners first reported a position in Suncor Energy in Q4 2016 and held it in 8 quarters.
Intellectus Partners's Suncor Energy position peaked at $504K in Q2 2018.
557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on Intellectus Partners's 13F filing for Q4 2018, filed 14 Feb 2019.