Texas Yale Capital Corp’s Suncor Energy SU Stock Holding History

Texas Yale Capital Corp’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	-6,745	Closed	-$220K	–	447
2016 Q4	$220K	Buy	+6,745	New	+$207K	0.02%	409
2015 Q4	–	Sell	-9,580	Closed	-$256K	–	465
2015 Q3	$256K	Hold	9,580	–	–	0.02%	414
2015 Q2	$264K	Sell	9,580 -715	-7%	-$21.6K	0.02%	429
2015 Q1	$301K	Sell	10,295 -315	-3%	-$9.36K	0.02%	414
2014 Q4	$337K	Sell	10,610 -6,246	-37%	-$207K	0.03%	384
2014 Q3	$609K	Buy	16,856 +2,676	+19%	+$107K	0.06%	255
2014 Q2	$604K	Sell	14,180 -165	-1%	-$6.43K	0.08%	224
2014 Q1	$502K	Hold	14,345	–	–	0.07%	235
2013 Q4	$503K	Hold	14,345	–	–	0.08%	181
2013 Q3	$513K	Hold	14,345	–	–	0.09%	178
2013 Q2	$423K	Buy	+14,345	New	+$432K	0.07%	190

Other funds holding SU

Fidelity Investments

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TD Asset Management

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

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