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Perigon Wealth Management’s Suncor Energy SU Stock Holding History

Perigon Wealth 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
2017
Q1 		– Sell
-651
Closed -$20K – 700
2016
Q4 		$20K Hold
651
– – ﹤0.01% 471
2016
Q3 		$18K Buy
+651
New +$17.8K ﹤0.01% 415

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Perigon Wealth Management's SU Position: Q1 2017 in Review

Perigon Wealth Management sold out of Suncor Energy (SU) in Q1 2017, closing a stake of 651 shares — an estimated $20K sold.

Perigon Wealth Management first reported a position in SU in Q3 2016 and held it in 2 quarters. The position peaked at $20K in Q4 2016. 493 funds tracked by Wall St. Rank hold SU as of Q1 2017.

  • Perigon Wealth Management reported no remaining Suncor Energy position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 651 Suncor Energy shares in Q1 2017, an estimated $20K.
  • Perigon Wealth Management first reported a position in Suncor Energy in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Suncor Energy position peaked at $20K in Q4 2016.
  • 493 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2017.

Based on Perigon Wealth Management's 13F filing for Q1 2017, filed 6 Jun 2017.