Stanford Investment Group’s Suncor Energy SU Stock Holding History

Stanford Investment Group’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	-620	Closed	-$20K	–	251
2016 Q4	$20K	Hold	620	–	–	0.01%	252
2016 Q3	$17K	Hold	620	–	–	0.01%	270
2016 Q2	$17K	Hold	620	–	–	0.01%	264
2016 Q1	$17K	Hold	620	–	–	0.01%	257
2015 Q4	$16K	Hold	620	–	–	0.01%	238
2015 Q3	$17K	Hold	620	–	–	0.01%	236
2015 Q2	$17K	Hold	620	–	–	0.01%	249
2015 Q1	$18K	Hold	620	–	–	0.01%	243
2014 Q4	$20K	Buy	+620	New	+$20.5K	0.02%	229

Other funds holding SU

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Stanford Investment Group's SU Position: Q1 2017 in Review

Stanford Investment Group sold out of Suncor Energy (SU) in Q1 2017, closing a stake of 620 shares — an estimated $20K sold.

Stanford Investment Group first reported a position in SU in Q4 2014 and held it in 9 quarters. The position peaked at $20K in Q4 2016. 493 funds tracked by Wall St. Rank hold SU as of Q1 2017.

Stanford Investment Group reported no remaining Suncor Energy position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 620 Suncor Energy shares in Q1 2017, an estimated $20K.
Stanford Investment Group first reported a position in Suncor Energy in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Suncor Energy position peaked at $20K in Q4 2016.
493 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.