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Sterling Investment Advisors (Pennsylvania)’s Suncor Energy SU Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-138
Closed -$4K – 367
2017
Q2 		$4K Buy
+138
New +$4.24K ﹤0.01% 338

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SU Position: Q3 2017 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Suncor Energy (SU) in Q3 2017, closing a stake of 138 shares — an estimated $4K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SU in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 493 funds tracked by Wall St. Rank hold SU as of Q3 2017.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Suncor Energy position as of Q3 2017 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 138 Suncor Energy shares in Q3 2017, an estimated $4K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Suncor Energy in Q2 2017 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Suncor Energy position peaked at $4K in Q2 2017.
  • 493 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2017.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2017, filed 3 Nov 2017.