Princeton Alpha Management’s Suncor Energy SU Stock Holding History

Princeton Alpha 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 Q2	–	Sell	-7,429	Closed	-$228K	–	336
2017 Q1	$228K	Buy	+7,429	New	+$234K	0.08%	434
2014 Q4	–	Sell	-17,331	Closed	-$627K	–	843
2014 Q3	$627K	Buy	17,331 +4,477	+35%	+$180K	0.14%	203
2014 Q2	$548K	Buy	12,854 +6,093	+90%	+$237K	0.11%	276
2014 Q1	$236K	Sell	6,761 -10,149	-60%	-$338K	0.07%	445
2013 Q4	$593K	Buy	+16,910	New	+$595K	0.43%	35

Other funds holding SU

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Princeton Alpha Management's SU Position: Q2 2017 in Review

Princeton Alpha Management sold out of Suncor Energy (SU) in Q2 2017, closing a stake of 7,429 shares — an estimated $228K sold.

Princeton Alpha Management first reported a position in SU in Q4 2013 and held it in 5 quarters. The position peaked at $627K in Q3 2014. 495 funds tracked by Wall St. Rank hold SU as of Q2 2017.

Princeton Alpha Management reported no remaining Suncor Energy position as of Q2 2017 after selling out during the quarter.
Princeton Alpha Management sold 7,429 Suncor Energy shares in Q2 2017, an estimated $228K.
Princeton Alpha Management first reported a position in Suncor Energy in Q4 2013 and held it in 5 quarters.
Princeton Alpha Management's Suncor Energy position peaked at $627K in Q3 2014.
495 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2017.

Based on Princeton Alpha Management's 13F filing for Q2 2017.