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Telemus Capital’s Suncor Energy SU Stock Holding History

Telemus Capital’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
2019
Q1 		– Sell
-15,713
Closed -$439K – 446
2018
Q4 		$439K Sell
15,713
-794
-5% -$26.4K 0.04% 280
2018
Q3 		$639K Sell
16,507
-19,179
-54% -$776K 0.05% 263
2018
Q2 		$1.45M Buy
35,686
+606
+2% +$23.6K 0.11% 154
2018
Q1 		$1.21M Buy
35,080
+1,136
+3% +$39.6K 0.1% 175
2017
Q4 		$1.25M Buy
33,944
+2,368
+7% +$82.3K 0.1% 176
2017
Q3 		$1.11M Sell
31,576
-11,805
-27% -$377K 0.13% 126
2017
Q2 		$1.27M Buy
43,381
+3,795
+10% +$117K 0.13% 134
2017
Q1 		$1.22M Buy
39,586
+14,439
+57% +$455K 0.13% 134
2016
Q4 		$822K Buy
25,147
+1,073
+4% +$32.9K 0.11% 144
2016
Q3 		$669K Buy
24,074
+6,775
+39% +$185K 0.08% 188
2016
Q2 		$480K Buy
17,299
+3,533
+26% +$96.9K 0.06% 215
2016
Q1 		$383K Buy
+13,766
New +$333K 0.06% 215

Other funds holding SU

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Telemus Capital's SU Position: Q1 2019 in Review

Telemus Capital sold out of Suncor Energy (SU) in Q1 2019, closing a stake of 15,713 shares — an estimated $439K sold.

Telemus Capital first reported a position in SU in Q1 2016 and held it in 12 quarters. The position peaked at $1.45M in Q2 2018. 571 funds tracked by Wall St. Rank hold SU as of Q1 2019.

  • Telemus Capital reported no remaining Suncor Energy position as of Q1 2019 after selling out during the quarter.
  • Telemus Capital sold 15,713 Suncor Energy shares in Q1 2019, an estimated $439K.
  • Telemus Capital first reported a position in Suncor Energy in Q1 2016 and held it in 12 quarters.
  • Telemus Capital's Suncor Energy position peaked at $1.45M in Q2 2018.
  • 571 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2019.

Based on Telemus Capital's 13F filing for Q1 2019, filed 2 May 2019.