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Macroview Investment Management’s Suncor Energy SU Stock Holding History

Macroview Investment 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
2017
Q3 		– Sell
-243
Closed -$7K – 190
2017
Q2 		$7K Buy
+243
New +$7.47K 0.04% 121
2015
Q1 		– Sell
-29
Closed -$1K – 228
2014
Q4 		$1K Hold
29
– – ﹤0.01% 179
2014
Q3 		$1K Buy
+29
New +$1.16K ﹤0.01% 187

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Macroview Investment Management's SU Position: Q3 2017 in Review

Macroview Investment Management sold out of Suncor Energy (SU) in Q3 2017, closing a stake of 243 shares — an estimated $7K sold.

Macroview Investment Management first reported a position in SU in Q3 2014 and held it in 3 quarters. The position peaked at $7K in Q2 2017. 493 funds tracked by Wall St. Rank hold SU as of Q3 2017.

  • Macroview Investment Management reported no remaining Suncor Energy position as of Q3 2017 after selling out during the quarter.
  • Macroview Investment Management sold 243 Suncor Energy shares in Q3 2017, an estimated $7K.
  • Macroview Investment Management first reported a position in Suncor Energy in Q3 2014 and held it in 3 quarters.
  • Macroview Investment Management's Suncor Energy position peaked at $7K in Q2 2017.
  • 493 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2017.

Based on Macroview Investment Management's 13F filing for Q3 2017, filed 30 Oct 2017.