John W. Bristol & Co’s Suncor Energy SU Stock Holding History

John W. Bristol & Co’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 Q1	–	Sell	-8,000	Closed	-$294K	–	92
2017 Q4	$294K	Hold	8,000	–	–	0.01%	52
2017 Q3	$280K	Hold	8,000	–	–	0.01%	54
2017 Q2	$234K	Hold	8,000	–	–	0.01%	54
2017 Q1	$246K	Hold	8,000	–	–	0.01%	54
2016 Q4	$262K	Hold	8,000	–	–	0.01%	55
2016 Q3	$222K	Hold	8,000	–	–	0.01%	58
2016 Q2	$222K	Hold	8,000	–	–	0.01%	59
2016 Q1	$222K	Hold	8,000	–	–	0.01%	57
2015 Q4	$206K	Hold	8,000	–	–	0.01%	57
2015 Q3	$214K	Hold	8,000	–	–	0.01%	59
2015 Q2	$220K	Hold	8,000	–	–	﹤0.01%	58
2015 Q1	$234K	Hold	8,000	–	–	﹤0.01%	57
2014 Q4	$254K	Hold	8,000	–	–	﹤0.01%	58
2014 Q3	$289K	Hold	8,000	–	–	0.01%	58
2014 Q2	$342K	Hold	8,000	–	–	0.01%	56
2014 Q1	$281K	Hold	8,000	–	–	﹤0.01%	54
2013 Q4	$281K	Hold	8,000	–	–	0.01%	53
2013 Q3	$287K	Hold	8,000	–	–	0.01%	53
2013 Q2	$237K	Buy	+8,000	New	+$241K	﹤0.01%	54

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 World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

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

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

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

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

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

John W. Bristol & Co's SU Position: Q1 2018 in Review

John W. Bristol & Co sold out of Suncor Energy (SU) in Q1 2018, closing a stake of 8,000 shares — an estimated $294K sold.

John W. Bristol & Co first reported a position in SU in Q2 2013 and held it in 19 quarters. The position peaked at $342K in Q2 2014. 546 funds tracked by Wall St. Rank hold SU as of Q1 2018.

John W. Bristol & Co reported no remaining Suncor Energy position as of Q1 2018 after selling out during the quarter.
John W. Bristol & Co sold 8,000 Suncor Energy shares in Q1 2018, an estimated $294K.
John W. Bristol & Co first reported a position in Suncor Energy in Q2 2013 and held it in 19 quarters.
John W. Bristol & Co's Suncor Energy position peaked at $342K in Q2 2014.
546 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2018.

Based on John W. Bristol & Co's 13F filing for Q1 2018, filed 11 May 2018.