Systematic Financial Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-282,800
| Closed | -$9.25M | – | 689 |
|
|
2016
Q4 | $9.25M | Sell |
282,800
-307,074
| -52% | -$10M | 0.15% | 197 |
|
|
2016
Q3 | $16.4M | Sell |
589,874
-18,959
| -3% | -$527K | 0.23% | 120 |
|
|
2016
Q2 | $16.9M | Sell |
608,833
-125,681
| -17% | -$3.48M | 0.23% | 112 |
|
|
2016
Q1 | $20.4M | Buy |
734,514
+73,811
| +11% | +$2.05M | 0.26% | 97 |
|
|
2015
Q4 | $17M | Buy |
660,703
+88,300
| +15% | +$2.28M | 0.19% | 109 |
|
|
2015
Q3 | $15.3M | Buy |
+572,403
| New | +$15.3M | 0.16% | 127 |
|