Krilogy Financial’s Suncor Energy SU Stock Holding History

Krilogy Financial’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	-2,480	Closed	-$95K	–	601
2018 Q3	$95K	Buy	+2,480	New	+$100K	0.02%	228
2018 Q2	–	Sell	-1,770	Closed	-$61K	–	560
2018 Q1	$61K	Buy	1,770 +285	+19%	+$9.93K	0.01%	299
2017 Q4	$55K	Hold	1,485	–	–	0.01%	307
2017 Q3	$52K	Hold	1,485	–	–	0.01%	334
2017 Q2	$43K	Buy	1,485 +373	+34%	+$11.5K	0.01%	325
2017 Q1	$36K	Hold	1,112	–	–	0.01%	335
2016 Q4	$36K	Hold	1,112	–	–	0.01%	335
2016 Q3	$31K	Sell	1,112 -350	-24%	-$9.56K	0.01%	379
2016 Q2	$41K	Hold	1,462	–	–	0.01%	334
2016 Q1	$41K	Buy	+1,462	New	+$35.4K	0.02%	293
2015 Q4	–	Sell	-2,291	Closed	-$61K	–	588
2015 Q3	$61K	Buy	+2,291	New	+$61.5K	0.03%	182

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

Krilogy Financial's SU Position: Q4 2018 in Review

Krilogy Financial sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 2,480 shares — an estimated $95K sold.

Krilogy Financial first reported a position in SU in Q3 2015 and held it in 11 quarters. The position peaked at $95K in Q3 2018. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

Krilogy Financial reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 2,480 Suncor Energy shares in Q4 2018, an estimated $95K.
Krilogy Financial first reported a position in Suncor Energy in Q3 2015 and held it in 11 quarters.
Krilogy Financial's Suncor Energy position peaked at $95K in Q3 2018.
557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

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