Stokes Capital Advisors’s Suncor Energy SU Stock Holding History

Stokes 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
2018 Q4	–	Sell	-47,489	Closed	-$1.84M	–	87
2018 Q3	$1.84M	Buy	47,489 +50	+0.1%	+$2.02K	1.12%	44
2018 Q2	$1.93M	Buy	47,439 +2,615	+6%	+$102K	1.26%	36
2018 Q1	$1.55M	Buy	44,824 +1,317	+3%	+$45.9K	1.01%	50
2017 Q4	$1.6M	Buy	+43,507	New	+$1.51M	1.08%	44

Other funds holding SU

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Stokes Capital Advisors's SU Position: Q4 2018 in Review

Stokes Capital Advisors sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 47,489 shares — an estimated $1.84M sold.

Stokes Capital Advisors first reported a position in SU in Q4 2017 and held it in 4 quarters. The position peaked at $1.93M in Q2 2018. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

Stokes Capital Advisors reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
Stokes Capital Advisors sold 47,489 Suncor Energy shares in Q4 2018, an estimated $1.84M.
Stokes Capital Advisors first reported a position in Suncor Energy in Q4 2017 and held it in 4 quarters.
Stokes Capital Advisors's Suncor Energy position peaked at $1.93M in Q2 2018.
557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on Stokes Capital Advisors's 13F filing for Q4 2018, filed 15 Jan 2019.