Neuburgh Advisers’s Suncor Energy SU Stock Holding History

Neuburgh Advisers’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
2019 Q3	$603K	Buy	19,584 +34	+0.2%	+$1.02K	0.02%	418
2019 Q2	$588K	Buy	19,550 +3,196	+20%	+$102K	0.02%	419
2019 Q1	$521K	Buy	16,354 +2,346	+17%	+$76.4K	0.02%	438
2018 Q4	$406K	Sell	14,008 -310,522	-96%	-$10.3M	0.02%	456
2018 Q3	$12.5M	Sell	324,530 -15,946	-5%	-$645K	0.4%	55
2018 Q2	$13.9M	Sell	340,476 -17,374	-5%	-$677K	0.46%	51
2018 Q1	$12.4M	Sell	357,850 -118,252	-25%	-$4.12M	0.43%	59
2017 Q4	$17.5M	Sell	476,102 -38,216	-7%	-$1.33M	0.63%	44
2017 Q3	$18M	Sell	514,318 -243,168	-32%	-$7.76M	0.67%	40
2017 Q2	$22.1M	Sell	757,486 -28,934	-4%	-$890K	0.84%	34
2017 Q1	$24.2M	Sell	786,420 -31,076	-4%	-$979K	0.96%	26
2016 Q4	$26.7M	Buy	+817,496	New	+$25.1M	1.2%	22

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Neuburgh Advisers's SU Position: Q3 2019 in Review

Neuburgh Advisers increased its Suncor Energy (SU) stake by 0.17% in Q3 2019, buying an estimated $1.02K and bringing the position to 19,584 shares worth $603K. The position accounts for 0.02% of the portfolio, ranked #418.

Neuburgh Advisers first reported a position in SU in Q4 2016 and has held it in 12 quarters since. The position peaked at $26.7M in Q4 2016. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

Neuburgh Advisers held 19,584 shares of Suncor Energy worth $603K as of Q3 2019.
Neuburgh Advisers bought 34 Suncor Energy shares in Q3 2019, an estimated $1.02K.
Suncor Energy made up 0.02% of Neuburgh Advisers's portfolio in Q3 2019, its #418 holding.
Neuburgh Advisers first reported a position in Suncor Energy in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's Suncor Energy position peaked at $26.7M in Q4 2016.
539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.