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Point View Wealth Management’s Suncor Energy SU Stock Holding History

Point View 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
2018
Q1 		– Sell
-5,789
Closed -$213K – 267
2017
Q4 		$213K Sell
5,789
-1,218
-17% -$42.3K 0.1% 227
2017
Q3 		$246K Buy
+7,007
New +$224K 0.12% 202

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Point View Wealth Management's SU Position: Q1 2018 in Review

Point View Wealth Management sold out of Suncor Energy (SU) in Q1 2018, closing a stake of 5,789 shares — an estimated $213K sold.

Point View Wealth Management first reported a position in SU in Q3 2017 and held it in 2 quarters. The position peaked at $246K in Q3 2017. 545 funds tracked by Wall St. Rank hold SU as of Q1 2018.

  • Point View Wealth Management reported no remaining Suncor Energy position as of Q1 2018 after selling out during the quarter.
  • Point View Wealth Management sold 5,789 Suncor Energy shares in Q1 2018, an estimated $213K.
  • Point View Wealth Management first reported a position in Suncor Energy in Q3 2017 and held it in 2 quarters.
  • Point View Wealth Management's Suncor Energy position peaked at $246K in Q3 2017.
  • 545 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2018.

Based on Point View Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.