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Thompson Siegel & Walmsley’s Suncor Energy SU Stock Holding History

Thompson Siegel & Walmsley’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
-300
Closed -$12K – 774
2018
Q3 		$12K Hold
300
– – ﹤0.01% 664
2018
Q2 		$12K Hold
300
– – ﹤0.01% 682
2018
Q1 		$10K Sell
300
-400
-57% -$13.9K ﹤0.01% 686
2017
Q4 		$26K Buy
+700
New +$24.3K ﹤0.01% 622

Other funds holding SU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Thompson Siegel & Walmsley's SU Position: Q4 2018 in Review

Thompson Siegel & Walmsley sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 300 shares — an estimated $12K sold.

Thompson Siegel & Walmsley first reported a position in SU in Q4 2017 and held it in 4 quarters. The position peaked at $26K in Q4 2017. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

  • Thompson Siegel & Walmsley reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 300 Suncor Energy shares in Q4 2018, an estimated $12K.
  • Thompson Siegel & Walmsley first reported a position in Suncor Energy in Q4 2017 and held it in 4 quarters.
  • Thompson Siegel & Walmsley's Suncor Energy position peaked at $26K in Q4 2017.
  • 557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on Thompson Siegel & Walmsley's 13F filing for Q4 2018, filed 11 Feb 2019.