Kings Point Capital Management’s Suncor Energy SU Stock Holding History

Kings Point Capital 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
2020 Q2	–	Sell	-2,000	Closed	-$32K	–	468
2020 Q1	$32K	Hold	2,000	–	–	0.01%	322
2019 Q4	$66K	Hold	2,000	–	–	0.01%	282
2019 Q3	$63K	Hold	2,000	–	–	0.01%	270
2019 Q2	$62K	Hold	2,000	–	–	0.01%	236
2019 Q1	$65K	Hold	2,000	–	–	0.01%	215
2018 Q4	$56K	Sell	2,000 -8,426	-81%	-$280K	0.01%	212
2018 Q3	$403K	Hold	10,426	–	–	0.08%	124
2018 Q2	$424K	Hold	10,426	–	–	0.08%	121
2018 Q1	$360K	Buy	10,426 +166	+2%	+$5.78K	0.07%	124
2017 Q4	$377K	Hold	10,260	–	–	0.08%	121
2017 Q3	$359K	Hold	10,260	–	–	0.08%	122
2017 Q2	$300K	Hold	10,260	–	–	0.07%	126
2017 Q1	$315K	Hold	10,260	–	–	0.07%	118
2016 Q4	$335K	Hold	10,260	–	–	0.08%	112
2016 Q3	$285K	Hold	10,260	–	–	0.08%	102
2016 Q2	$285K	Hold	10,260	–	–	0.07%	102
2016 Q1	$285K	Hold	10,260	–	–	0.07%	98
2015 Q4	$265K	Hold	10,260	–	–	0.07%	105
2015 Q3	$274K	Hold	10,260	–	–	0.07%	109
2015 Q2	$282K	Hold	10,260	–	–	0.07%	113
2015 Q1	$300K	Hold	10,260	–	–	0.08%	110
2014 Q4	$326K	Sell	10,260 -740	-7%	-$24.5K	0.09%	96
2014 Q3	$398K	Hold	11,000	–	–	0.12%	82
2014 Q2	$469K	Hold	11,000	–	–	0.14%	77
2014 Q1	$385K	Hold	11,000	–	–	0.13%	81
2013 Q4	$386K	Hold	11,000	–	–	0.14%	72
2013 Q3	$394K	Hold	11,000	–	–	0.15%	71
2013 Q2	$324K	Buy	+11,000	New	+$331K	0.13%	81

Other funds holding SU

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

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

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

Kings Point Capital Management's SU Position: Q2 2020 in Review

Kings Point Capital Management sold out of Suncor Energy (SU) in Q2 2020, closing a stake of 2,000 shares — an estimated $32K sold.

Kings Point Capital Management first reported a position in SU in Q2 2013 and held it in 28 quarters. The position peaked at $469K in Q2 2014. 452 funds tracked by Wall St. Rank hold SU as of Q2 2020.

Kings Point Capital Management reported no remaining Suncor Energy position as of Q2 2020 after selling out during the quarter.
Kings Point Capital Management sold 2,000 Suncor Energy shares in Q2 2020, an estimated $32K.
Kings Point Capital Management first reported a position in Suncor Energy in Q2 2013 and held it in 28 quarters.
Kings Point Capital Management's Suncor Energy position peaked at $469K in Q2 2014.
452 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2020.

Based on Kings Point Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.