Kavar Capital Partners Group’s Suncor Energy SU Stock Holding History

Kavar Capital Partners Group’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 Q3	–	Sell	-55	Closed	-$2K	–	409
2019 Q2	$2K	Buy	+55	New	+$1.76K	﹤0.01%	475
2018 Q3	–	Sell	-55	Closed	-$2K	–	343
2018 Q2	$2K	Hold	55	–	–	﹤0.01%	418
2018 Q1	$2K	Buy	+55	New	+$1.92K	﹤0.01%	412
2014 Q4	–	Sell	-18,050	Closed	-$653K	–	129
2014 Q3	$653K	Sell	18,050 -300	-2%	-$12K	0.56%	75
2014 Q2	$782K	Hold	18,350	–	–	0.66%	69
2014 Q1	$641K	Buy	18,350 +250	+1%	+$8.33K	0.53%	79
2013 Q4	$634K	Buy	+18,100	New	+$636K	0.57%	72

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Kavar Capital Partners Group's SU Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Suncor Energy (SU) in Q3 2019, closing a stake of 55 shares — an estimated $2K sold.

Kavar Capital Partners Group first reported a position in SU in Q4 2013 and held it in 7 quarters. The position peaked at $782K in Q2 2014. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

Kavar Capital Partners Group reported no remaining Suncor Energy position as of Q3 2019 after selling out during the quarter.
Kavar Capital Partners Group sold 55 Suncor Energy shares in Q3 2019, an estimated $2K.
Kavar Capital Partners Group first reported a position in Suncor Energy in Q4 2013 and held it in 7 quarters.
Kavar Capital Partners Group's Suncor Energy position peaked at $782K in Q2 2014.
539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.