Kurt F. Somerville’s Suncor Energy SU Stock Holding History

Kurt F. Somerville’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 Q2	–	Sell	-8,000	Closed	-$259K	–	106
2019 Q1	$259K	Sell	8,000 -1,000	-11%	-$32.6K	0.05%	99
2018 Q4	$252K	Hold	9,000	–	–	0.06%	96
2018 Q3	$348K	Hold	9,000	–	–	0.07%	91
2018 Q2	$366K	Hold	9,000	–	–	0.08%	84
2018 Q1	$311K	Hold	9,000	–	–	0.07%	91
2017 Q4	$330K	Hold	9,000	–	–	0.07%	89
2017 Q3	$315K	Hold	9,000	–	–	0.06%	88
2017 Q2	$263K	Hold	9,000	–	–	0.05%	91
2017 Q1	$277K	Hold	9,000	–	–	0.06%	93
2016 Q4	$294K	Hold	9,000	–	–	0.07%	95
2016 Q3	$250K	Hold	9,000	–	–	0.05%	97
2016 Q2	$250K	Hold	9,000	–	–	0.06%	100
2016 Q1	$250K	Hold	9,000	–	–	0.06%	98
2015 Q4	$232K	Hold	9,000	–	–	0.05%	116
2015 Q3	$240K	Hold	9,000	–	–	0.06%	110
2015 Q2	$248K	Hold	9,000	–	–	0.06%	112
2015 Q1	$263K	Hold	9,000	–	–	0.06%	110
2014 Q4	$286K	Hold	9,000	–	–	0.07%	107
2014 Q3	$325K	Hold	9,000	–	–	0.13%	85
2014 Q2	$384K	Hold	9,000	–	–	0.15%	82
2014 Q1	$315K	Hold	9,000	–	–	0.13%	84
2013 Q4	$315K	Hold	9,000	–	–	0.12%	86
2013 Q3	$322K	Hold	9,000	–	–	0.13%	87
2013 Q2	$265K	Buy	+9,000	New	+$271K	0.11%	95

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kurt F. Somerville's SU Position: Q2 2019 in Review

Kurt F. Somerville sold out of Suncor Energy (SU) in Q2 2019, closing a stake of 8,000 shares — an estimated $259K sold.

Kurt F. Somerville first reported a position in SU in Q2 2013 and held it in 24 quarters. The position peaked at $384K in Q2 2014. 547 funds tracked by Wall St. Rank hold SU as of Q2 2019.

Kurt F. Somerville reported no remaining Suncor Energy position as of Q2 2019 after selling out during the quarter.
Kurt F. Somerville sold 8,000 Suncor Energy shares in Q2 2019, an estimated $259K.
Kurt F. Somerville first reported a position in Suncor Energy in Q2 2013 and held it in 24 quarters.
Kurt F. Somerville's Suncor Energy position peaked at $384K in Q2 2014.
547 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2019.

Based on Kurt F. Somerville's 13F filing for Q2 2019, filed 24 Jul 2019.