Spark Investment Management’s Suncor Energy SU Stock Holding History

Spark Investment 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 Q3	–	Sell	-53,000	Closed	-$1.55M	–	803
2017 Q2	$1.55M	Buy	+53,000	New	+$1.63M	0.1%	308
2014 Q2	–	Sell	-32,000	Closed	-$1.12M	–	727
2014 Q1	$1.12M	Hold	32,000	–	–	0.17%	189
2013 Q4	$1.12M	Buy	32,000 +3,000	+10%	+$105K	0.19%	184
2013 Q3	$1.04M	Sell	29,000 -50,000	-63%	-$1.66M	0.24%	133
2013 Q2	$2.33M	Buy	+79,000	New	+$2.38M	0.62%	34

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Spark Investment Management's SU Position: Q3 2017 in Review

Spark Investment Management sold out of Suncor Energy (SU) in Q3 2017, closing a stake of 53,000 shares — an estimated $1.55M sold.

Spark Investment Management first reported a position in SU in Q2 2013 and held it in 5 quarters. The position peaked at $2.33M in Q2 2013. 493 funds tracked by Wall St. Rank hold SU as of Q3 2017.

Spark Investment Management reported no remaining Suncor Energy position as of Q3 2017 after selling out during the quarter.
Spark Investment Management sold 53,000 Suncor Energy shares in Q3 2017, an estimated $1.55M.
Spark Investment Management first reported a position in Suncor Energy in Q2 2013 and held it in 5 quarters.
Spark Investment Management's Suncor Energy position peaked at $2.33M in Q2 2013.
493 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2017.

Based on Spark Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.