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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Texas Yale Capital Corp's SU Position: Q1 2017 in Review

Texas Yale Capital Corp sold out of Suncor Energy (SU) in Q1 2017, closing a stake of 6,745 shares — an estimated $220K sold.

Texas Yale Capital Corp first reported a position in SU in Q2 2013 and held it in 11 quarters. The position peaked at $609K in Q3 2014. 493 funds tracked by Wall St. Rank hold SU as of Q1 2017.

Texas Yale Capital Corp reported no remaining Suncor Energy position as of Q1 2017 after selling out during the quarter.
Texas Yale Capital Corp sold 6,745 Suncor Energy shares in Q1 2017, an estimated $220K.
Texas Yale Capital Corp first reported a position in Suncor Energy in Q2 2013 and held it in 11 quarters.
Texas Yale Capital Corp's Suncor Energy position peaked at $609K in Q3 2014.
493 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2017.

Based on Texas Yale Capital Corp's 13F filing for Q1 2017, filed 3 May 2017.