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Mobius Capital Management’s Suncor Energy SU Stock Holding History

Mobius 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
2018
Q3 		$2.21M Sell
44,193
-18,594
-30% -$753K 1.61% 18
2018
Q2 		$3.36M Sell
62,787
-3,524
-5% -$137K 2.88% 15
2018
Q1 		$2.95M Buy
66,311
+1,784
+3% +$62.2K 2.16% 17
2017
Q4 		$2.98M Buy
+64,527
New +$2.24M 3.09% 12

Other funds holding SU

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Mobius Capital Management's SU Position: Q3 2018 in Review

Mobius Capital Management reduced its Suncor Energy (SU) stake by 30% in Q3 2018, selling an estimated $753K and leaving 44,193 shares worth $2.21M. The position accounts for 1.61% of the portfolio, ranked #18.

Mobius Capital Management first reported a position in SU in Q4 2017 and has held it in 4 quarters since. The position peaked at $3.36M in Q2 2018. 596 funds tracked by Wall St. Rank hold SU as of Q3 2018.

  • Mobius Capital Management held 44,193 shares of Suncor Energy worth $2.21M as of Q3 2018.
  • Mobius Capital Management sold 18,594 Suncor Energy shares in Q3 2018, an estimated $753K.
  • Suncor Energy made up 1.61% of Mobius Capital Management's portfolio in Q3 2018, its #18 holding.
  • Mobius Capital Management first reported a position in Suncor Energy in Q4 2017 and has held it in 4 quarters since.
  • Mobius Capital Management's Suncor Energy position peaked at $3.36M in Q2 2018.
  • 596 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2018.

Based on Mobius Capital Management's 13F filing for Q3 2018, filed 30 Oct 2018.