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Tortoise Investment Management’s Suncor Energy SU Stock Holding History

Tortoise Investment Management’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
2016
Q2 		– Sell
-2,520
Closed -$70K – 511
2016
Q1 		$70K Buy
2,520
+2,201
+690% +$53.2K 0.03% 168
2015
Q4 		$8K Buy
+319
New +$8.81K ﹤0.01% 323

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Tortoise Investment Management's SU Position: Q2 2016 in Review

Tortoise Investment Management sold out of Suncor Energy (SU) in Q2 2016, closing a stake of 2,520 shares — an estimated $70K sold.

Tortoise Investment Management first reported a position in SU in Q4 2015 and held it in 2 quarters. The position peaked at $70K in Q1 2016. 469 funds tracked by Wall St. Rank hold SU as of Q2 2016.

  • Tortoise Investment Management reported no remaining Suncor Energy position as of Q2 2016 after selling out during the quarter.
  • Tortoise Investment Management sold 2,520 Suncor Energy shares in Q2 2016, an estimated $70K.
  • Tortoise Investment Management first reported a position in Suncor Energy in Q4 2015 and held it in 2 quarters.
  • Tortoise Investment Management's Suncor Energy position peaked at $70K in Q1 2016.
  • 469 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2016.

Based on Tortoise Investment Management's 13F filing for Q2 2016, filed 3 Aug 2016.