Main Street Research’s Suncor Energy SU Stock Holding History

Main Street Research’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 Q3	–	Sell	-20,000	Closed	-$814K	–	120
2018 Q2	$814K	Buy	+20,000	New	+$779K	0.13%	54
2014 Q4	–	Sell	-22,514	Closed	-$814K	–	144
2014 Q3	$814K	Sell	22,514 -255	-1%	-$10.2K	0.18%	90
2014 Q2	$971K	Sell	22,769 -270	-1%	-$10.5K	0.23%	85
2014 Q1	$805K	Buy	23,039 +1,950	+9%	+$64.9K	0.2%	87
2013 Q4	$739K	Buy	21,089 +6,565	+45%	+$231K	0.18%	91
2013 Q3	$520K	Buy	14,524 +760	+6%	+$25.3K	0.14%	96
2013 Q2	$406K	Buy	+13,764	New	+$415K	0.12%	103

Other funds holding SU

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Main Street Research's SU Position: Q3 2018 in Review

Main Street Research sold out of Suncor Energy (SU) in Q3 2018, closing a stake of 20,000 shares — an estimated $814K sold.

Main Street Research first reported a position in SU in Q2 2013 and held it in 7 quarters. The position peaked at $971K in Q2 2014. 596 funds tracked by Wall St. Rank hold SU as of Q3 2018.

Main Street Research reported no remaining Suncor Energy position as of Q3 2018 after selling out during the quarter.
Main Street Research sold 20,000 Suncor Energy shares in Q3 2018, an estimated $814K.
Main Street Research first reported a position in Suncor Energy in Q2 2013 and held it in 7 quarters.
Main Street Research's Suncor Energy position peaked at $971K in Q2 2014.
596 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2018.

Based on Main Street Research's 13F filing for Q3 2018, filed 5 Nov 2018.