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Shelton Capital Management’s Suncor Energy SU Stock Holding History

Shelton 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
2017
Q2 		– Sell
-21,040
Closed -$647K – 888
2017
Q1 		$647K Hold
21,040
– – 0.04% 303
2016
Q4 		$688K Hold
21,040
– – 0.05% 290
2016
Q3 		$584K Buy
+21,040
New +$575K 0.05% 319

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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Shelton Capital Management's SU Position: Q2 2017 in Review

Shelton Capital Management sold out of Suncor Energy (SU) in Q2 2017, closing a stake of 21,040 shares — an estimated $647K sold.

Shelton Capital Management first reported a position in SU in Q3 2016 and held it in 3 quarters. The position peaked at $688K in Q4 2016. 495 funds tracked by Wall St. Rank hold SU as of Q2 2017.

  • Shelton Capital Management reported no remaining Suncor Energy position as of Q2 2017 after selling out during the quarter.
  • Shelton Capital Management sold 21,040 Suncor Energy shares in Q2 2017, an estimated $647K.
  • Shelton Capital Management first reported a position in Suncor Energy in Q3 2016 and held it in 3 quarters.
  • Shelton Capital Management's Suncor Energy position peaked at $688K in Q4 2016.
  • 495 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2017.

Based on Shelton Capital Management's 13F filing for Q2 2017, filed 14 Aug 2017.