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Peak Capital Management’s Suncor Energy SU Stock Holding History

Peak 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 		– Sell
-730
Closed -$30K – 154
2018
Q2 		$30K Buy
+730
New +$28.4K 0.02% 101

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

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

Peak Capital Management sold out of Suncor Energy (SU) in Q3 2018, closing a stake of 730 shares — an estimated $30K sold.

Peak Capital Management first reported a position in SU in Q2 2018 and held it in 1 quarter. The position peaked at $30K in Q2 2018. 596 funds tracked by Wall St. Rank hold SU as of Q3 2018.

  • Peak Capital Management reported no remaining Suncor Energy position as of Q3 2018 after selling out during the quarter.
  • Peak Capital Management sold 730 Suncor Energy shares in Q3 2018, an estimated $30K.
  • Peak Capital Management first reported a position in Suncor Energy in Q2 2018 and held it in 1 quarter.
  • Peak Capital Management's Suncor Energy position peaked at $30K in Q2 2018.
  • 596 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2018.

Based on Peak Capital Management's 13F filing for Q3 2018, filed 20 Nov 2018.