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Ipswich Investment Management’s Suncor Energy SU Stock Holding History

Ipswich Investment 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
2019
Q1 		– Sell
-207
Closed -$6K – 357
2018
Q4 		$6K Buy
+207
New +$6.88K ﹤0.01% 398

Other funds holding SU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ipswich Investment Management's SU Position: Q1 2019 in Review

Ipswich Investment Management sold out of Suncor Energy (SU) in Q1 2019, closing a stake of 207 shares — an estimated $6K sold.

Ipswich Investment Management first reported a position in SU in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 571 funds tracked by Wall St. Rank hold SU as of Q1 2019.

  • Ipswich Investment Management reported no remaining Suncor Energy position as of Q1 2019 after selling out during the quarter.
  • Ipswich Investment Management sold 207 Suncor Energy shares in Q1 2019, an estimated $6K.
  • Ipswich Investment Management first reported a position in Suncor Energy in Q4 2018 and held it in 1 quarter.
  • Ipswich Investment Management's Suncor Energy position peaked at $6K in Q4 2018.
  • 571 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2019.

Based on Ipswich Investment Management's 13F filing for Q1 2019, filed 12 Apr 2019.