McAdam LLC’s Suncor Energy SU Stock Holding History

McAdam LLC’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	-26	Closed	-$1K	–	534
2018 Q3	$1K	Hold	26	–	–	﹤0.01%	619
2018 Q2	$1K	Hold	26	–	–	﹤0.01%	589
2018 Q1	$1K	Buy	+26	New	+$906	﹤0.01%	699

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

McAdam LLC's SU Position: Q4 2018 in Review

McAdam LLC sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 26 shares — an estimated $1K sold.

McAdam LLC first reported a position in SU in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

McAdam LLC reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 26 Suncor Energy shares in Q4 2018, an estimated $1K.
McAdam LLC first reported a position in Suncor Energy in Q1 2018 and held it in 3 quarters.
McAdam LLC's Suncor Energy position peaked at $1K in Q3 2018.
557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.