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Nationwide Fund Advisors’s Suncor Energy SU Stock Holding History

Nationwide Fund Advisors’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
Q4 		– Sell
-143,931
Closed -$5.04M – 1832
2017
Q3 		$5.04M Buy
143,931
+24,740
+21% +$790K 0.02% 1016
2017
Q2 		$3.48M Buy
119,191
+10,540
+10% +$324K 0.01% 1181
2017
Q1 		$3.34M Sell
108,651
-68,644
-39% -$2.16M 0.01% 1180
2016
Q4 		$5.8M Sell
177,295
-16,675
-9% -$511K 0.02% 917
2016
Q3 		$5.39M Sell
193,970
-2,613
-1% -$71.4K 0.02% 930
2016
Q2 		$5.45M Hold
196,583
– – 0.02% 895
2016
Q1 		$5.47M Hold
196,583
– – 0.02% 885
2015
Q4 		$5.07M Sell
196,583
-52,904
-21% -$1.46M 0.02% 908
2015
Q3 		$6.67M Buy
249,487
+1,776
+0.7% +$47.6K 0.03% 762
2015
Q2 		$6.82M Sell
247,711
-8,164
-3% -$247K 0.03% 793
2015
Q1 		$7.48M Sell
255,875
-83,299
-25% -$2.48M 0.03% 768
2014
Q4 		$10.8M Buy
339,174
+44,056
+15% +$1.46M 0.05% 521
2014
Q3 		$10.7M Sell
295,118
-21,543
-7% -$865K 0.05% 530
2014
Q2 		$13.5M Sell
316,661
-21,749
-6% -$847K 0.05% 439
2014
Q1 		$11.8M Buy
338,410
+55,791
+20% +$1.86M 0.05% 433
2013
Q4 		$9.91M Sell
282,619
-6,470
-2% -$227K 0.04% 581
2013
Q3 		$10.3M Buy
289,089
+226,921
+365% +$7.55M 0.05% 512
2013
Q2 		$1.83M Buy
+62,168
New +$1.87M 0.01% 1341

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Nationwide Fund Advisors's SU Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Suncor Energy (SU) in Q4 2017, closing a stake of 143,931 shares — an estimated $5.04M sold.

Nationwide Fund Advisors first reported a position in SU in Q2 2013 and held it in 18 quarters. The position peaked at $13.5M in Q2 2014. 558 funds tracked by Wall St. Rank hold SU as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Suncor Energy position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 143,931 Suncor Energy shares in Q4 2017, an estimated $5.04M.
  • Nationwide Fund Advisors first reported a position in Suncor Energy in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Suncor Energy position peaked at $13.5M in Q2 2014.
  • 558 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.