RFCA
SU icon

R&F Capital Advisors’s Suncor Energy SU Stock Holding History

R&F Capital Advisors’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
-7,551
Closed -$247K – 813
2016
Q4 		$247K Buy
+7,551
New +$231K 0.09% 355

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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 $191B AUM 17.5% 1-Year Est. Return

R&F Capital Advisors's SU Position: Q1 2017 in Review

R&F Capital Advisors sold out of Suncor Energy (SU) in Q1 2017, closing a stake of 7,551 shares — an estimated $247K sold.

R&F Capital Advisors first reported a position in SU in Q4 2016 and held it in 1 quarter. The position peaked at $247K in Q4 2016. 493 funds tracked by Wall St. Rank hold SU as of Q1 2017.

  • R&F Capital Advisors reported no remaining Suncor Energy position as of Q1 2017 after selling out during the quarter.
  • R&F Capital Advisors sold 7,551 Suncor Energy shares in Q1 2017, an estimated $247K.
  • R&F Capital Advisors first reported a position in Suncor Energy in Q4 2016 and held it in 1 quarter.
  • R&F Capital Advisors's Suncor Energy position peaked at $247K in Q4 2016.
  • 493 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.