Old Mutual Customised Solutions’s Suncor Energy SU Stock Holding History

Old Mutual Customised Solutions’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 Q2	$4.27M	Hold	104,899	–	–	0.42%	52
2018 Q1	$3.55M	Hold	104,899	–	–	0.36%	65
2017 Q4	$3.86M	Buy	104,899 +30,800	+42%	+$1.07M	0.4%	59
2017 Q3	$2.59M	Buy	74,099 +3,500	+5%	+$112K	0.35%	66
2017 Q2	$2.06M	Hold	70,599	–	–	0.3%	80
2017 Q1	$2.16M	Buy	70,599 +4,699	+7%	+$148K	0.33%	68
2016 Q4	$2.17M	Buy	65,900 +20,400	+45%	+$625K	0.4%	54
2016 Q3	$1.26M	Sell	45,500 -10,000	-18%	-$273K	0.36%	57
2016 Q2	$1.53M	Hold	55,500	–	–	0.39%	51
2016 Q1	$1.55M	Buy	55,500 +3,300	+6%	+$79.8K	0.4%	55
2015 Q4	$1.34M	Sell	52,200 -4,000	-7%	-$110K	0.34%	67
2015 Q3	$1.5M	Buy	56,200 +5,800	+12%	+$156K	0.4%	59
2015 Q2	$1.39M	Hold	50,400	–	–	0.33%	70
2015 Q1	$1.47M	Buy	50,400 +14,600	+41%	+$434K	0.36%	56
2014 Q4	$1.32M	Buy	35,800 +2,800	+8%	+$92.6K	0.38%	51
2014 Q3	$1.2M	Sell	33,000 -4,700	-12%	-$189K	0.34%	52
2014 Q2	$1.61M	Hold	37,700	–	–	0.39%	43
2014 Q1	$1.32M	Buy	37,700 +14,200	+60%	+$473K	0.33%	58
2013 Q4	$824K	Hold	23,500	–	–	0.22%	100
2013 Q3	$842K	Hold	23,500	–	–	0.24%	87
2013 Q2	$691K	Buy	+23,500	New	+$708K	0.2%	98

Other funds holding SU

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Old Mutual Customised Solutions's SU Position: Q2 2018 in Review

Old Mutual Customised Solutions held its Suncor Energy (SU) position steady in Q2 2018 at 104,899 shares worth $4.27M. The position accounts for 0.42% of the portfolio, ranked #52.

Old Mutual Customised Solutions first reported a position in SU in Q2 2013 and has held it in 21 quarters since. 570 funds tracked by Wall St. Rank hold SU as of Q2 2018.

Old Mutual Customised Solutions held 104,899 shares of Suncor Energy worth $4.27M as of Q2 2018.
Old Mutual Customised Solutions left its Suncor Energy share count unchanged in Q2 2018.
Suncor Energy made up 0.42% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #52 holding.
Old Mutual Customised Solutions first reported a position in Suncor Energy in Q2 2013 and has held it in 21 quarters since.
570 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.