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TVR Capital Management’s Suncor Energy SU Stock Holding History

TVR Capital 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
2018
Q1 		– Sell
-116,395
Closed -$4.28M – 24
2017
Q4 		$4.28M Buy
+116,395
New +$4.04M 3.77% 11
2017
Q1 		– Sell
-97,200
Closed -$3.18M – 42
2016
Q4 		$3.18M Buy
+97,200
New +$2.98M 3.38% 11

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

TVR Capital Management's SU Position: Q1 2018 in Review

TVR Capital Management sold out of Suncor Energy (SU) in Q1 2018, closing a stake of 116,395 shares — an estimated $4.28M sold.

TVR Capital Management first reported a position in SU in Q4 2016 and held it in 2 quarters. The position peaked at $4.28M in Q4 2017. 546 funds tracked by Wall St. Rank hold SU as of Q1 2018.

  • TVR Capital Management reported no remaining Suncor Energy position as of Q1 2018 after selling out during the quarter.
  • TVR Capital Management sold 116,395 Suncor Energy shares in Q1 2018, an estimated $4.28M.
  • TVR Capital Management first reported a position in Suncor Energy in Q4 2016 and held it in 2 quarters.
  • TVR Capital Management's Suncor Energy position peaked at $4.28M in Q4 2017.
  • 546 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2018.

Based on TVR Capital Management's 13F filing for Q1 2018, filed 14 May 2018.