M&R Capital Management’s Suncor Energy SU Stock Holding History

M&R 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
2019 Q4	–	Sell	-100	Closed	-$3K	–	514
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	461
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	471
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	473
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	489
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	496
2018 Q2	$4K	Sell	100 -817	-89%	-$31.8K	﹤0.01%	482
2018 Q1	$31K	Hold	917	–	–	0.01%	347
2017 Q4	$33K	Buy	917 +417	+83%	+$14.5K	0.01%	338
2017 Q3	$17K	Sell	500 -4,085	-89%	-$130K	﹤0.01%	400
2017 Q2	$148K	Sell	4,585 -6,680	-59%	-$205K	0.04%	208
2017 Q1	$181K	Sell	11,265 -200	-2%	-$6.3K	0.05%	190
2016 Q4	$199K	Sell	11,465 -1,000	-8%	-$30.6K	0.05%	177
2016 Q3	$197K	Sell	12,465 -800	-6%	-$21.8K	0.06%	168
2016 Q2	$219K	Buy	+13,265	New	+$364K	0.06%	159
2013 Q3	–	Sell	-9,235	Closed	-$272K	–	195
2013 Q2	$272K	Buy	+9,235	New	+$278K	0.08%	159

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

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

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

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

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

M&R Capital Management's SU Position: Q4 2019 in Review

M&R Capital Management sold out of Suncor Energy (SU) in Q4 2019, closing a stake of 100 shares — an estimated $3K sold.

M&R Capital Management first reported a position in SU in Q2 2013 and held it in 15 quarters. The position peaked at $272K in Q2 2013. 564 funds tracked by Wall St. Rank hold SU as of Q4 2019.

M&R Capital Management reported no remaining Suncor Energy position as of Q4 2019 after selling out during the quarter.
M&R Capital Management sold 100 Suncor Energy shares in Q4 2019, an estimated $3K.
M&R Capital Management first reported a position in Suncor Energy in Q2 2013 and held it in 15 quarters.
M&R Capital Management's Suncor Energy position peaked at $272K in Q2 2013.
564 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2019.

Based on M&R Capital Management's 13F filing for Q4 2019, filed 7 Jan 2020.