Wharton Business Group’s Suncor Energy SU Stock Holding History

Wharton Business Group’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 Q4	–	Sell	-26,210	Closed	-$918K	–	109
2017 Q3	$918K	Hold	26,210	–	–	0.1%	61
2017 Q2	$765K	Buy	+26,210	New	+$806K	0.08%	67
2014 Q4	–	Sell	-18,438	Closed	-$667K	–	143
2014 Q3	$667K	Hold	18,438	–	–	0.06%	110
2014 Q2	$786K	Hold	18,438	–	–	0.09%	103
2014 Q1	$645K	Hold	18,438	–	–	0.05%	121
2013 Q4	$646K	Sell	18,438 -1,585	-8%	-$55.7K	0.05%	119
2013 Q3	$716K	Hold	20,023	–	–	0.06%	111
2013 Q2	$590K	Buy	+20,023	New	+$603K	0.05%	117

Other funds holding SU

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wharton Business Group's SU Position: Q4 2017 in Review

Wharton Business Group sold out of Suncor Energy (SU) in Q4 2017, closing a stake of 26,210 shares — an estimated $918K sold.

Wharton Business Group first reported a position in SU in Q2 2013 and held it in 8 quarters. The position peaked at $918K in Q3 2017. 558 funds tracked by Wall St. Rank hold SU as of Q4 2017.

Wharton Business Group reported no remaining Suncor Energy position as of Q4 2017 after selling out during the quarter.
Wharton Business Group sold 26,210 Suncor Energy shares in Q4 2017, an estimated $918K.
Wharton Business Group first reported a position in Suncor Energy in Q2 2013 and held it in 8 quarters.
Wharton Business Group's Suncor Energy position peaked at $918K in Q3 2017.
558 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2017.

Based on Wharton Business Group's 13F filing for Q4 2017, filed 12 Feb 2018.