Nelson Capital Management’s Suncor Energy SU Stock Holding History

Nelson 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 Q4	–	Sell	-800	Closed	-$31K	–	317
2018 Q3	$31K	Hold	800	–	–	0.01%	157
2018 Q2	$33K	Hold	800	–	–	0.01%	145
2018 Q1	$28K	Hold	800	–	–	0.01%	168
2017 Q4	$29K	Hold	800	–	–	0.01%	176
2017 Q3	$28K	Hold	800	–	–	0.01%	163
2017 Q2	$23K	Hold	800	–	–	0.01%	180
2017 Q1	$25K	Hold	800	–	–	0.01%	178
2016 Q4	$26K	Hold	800	–	–	0.01%	162
2016 Q3	$22K	Hold	800	–	–	0.01%	174
2016 Q2	$22K	Hold	800	–	–	0.01%	169
2016 Q1	$22K	Hold	800	–	–	0.01%	161
2015 Q4	$21K	Hold	800	–	–	0.01%	164
2015 Q3	$21K	Hold	800	–	–	0.01%	167
2015 Q2	$22K	Hold	800	–	–	0.01%	176
2015 Q1	$23K	Hold	800	–	–	0.01%	172
2014 Q4	$25K	Hold	800	–	–	0.01%	169
2014 Q3	$29K	Hold	800	–	–	0.01%	152
2014 Q2	$34K	Hold	800	–	–	0.01%	139
2014 Q1	$28K	Hold	800	–	–	0.01%	138
2013 Q4	$28K	Hold	800	–	–	0.01%	130
2013 Q3	$29K	Hold	800	–	–	0.01%	128
2013 Q2	$24K	Buy	+800	New	+$24.1K	0.01%	134

Other funds holding SU

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Nelson Capital Management's SU Position: Q4 2018 in Review

Nelson Capital Management sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 800 shares — an estimated $31K sold.

Nelson Capital Management first reported a position in SU in Q2 2013 and held it in 22 quarters. The position peaked at $34K in Q2 2014. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

Nelson Capital Management reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
Nelson Capital Management sold 800 Suncor Energy shares in Q4 2018, an estimated $31K.
Nelson Capital Management first reported a position in Suncor Energy in Q2 2013 and held it in 22 quarters.
Nelson Capital Management's Suncor Energy position peaked at $34K in Q2 2014.
557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on Nelson Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.