Whitnell & Co’s Suncor Energy SU Stock Holding History

Whitnell & Co’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 Q3	–	Sell	-1,331	Closed	-$54K	–	336
2018 Q2	$54K	Hold	1,331	–	–	0.02%	174
2018 Q1	$46K	Hold	1,331	–	–	0.02%	183
2017 Q4	$49K	Sell	1,331 -719	-35%	-$25K	0.02%	175
2017 Q3	$72K	Hold	2,050	–	–	0.03%	162
2017 Q2	$60K	Hold	2,050	–	–	0.03%	167
2017 Q1	$63K	Sell	2,050 -208	-9%	-$6.55K	0.03%	168
2016 Q4	$74K	Buy	2,258 +450	+25%	+$13.8K	0.03%	165
2016 Q3	$50K	Sell	1,808 -550	-23%	-$15K	0.02%	181
2016 Q2	$65K	Hold	2,358	–	–	0.02%	181
2016 Q1	$66K	Sell	2,358 -119	-5%	-$2.88K	0.02%	175
2015 Q4	$64K	Sell	2,477 -400	-14%	-$11K	0.02%	180
2015 Q3	$77K	Buy	2,877 +327	+13%	+$8.77K	0.03%	163
2015 Q2	$70K	Buy	2,550 +1,200	+89%	+$36.3K	0.03%	174
2015 Q1	$39K	Hold	1,350	–	–	0.01%	189
2014 Q4	$43K	Hold	1,350	–	–	0.02%	201
2014 Q3	$49K	Hold	1,350	–	–	0.02%	190
2014 Q2	$58K	Buy	+1,350	New	+$52.6K	0.03%	180
2013 Q3	–	Sell	-400	Closed	-$12K	–	365
2013 Q2	$12K	Buy	+400	New	+$12.1K	0.01%	269

Other funds holding SU

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

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

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

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Whitnell & Co's SU Position: Q3 2018 in Review

Whitnell & Co sold out of Suncor Energy (SU) in Q3 2018, closing a stake of 1,331 shares — an estimated $54K sold.

Whitnell & Co first reported a position in SU in Q2 2013 and held it in 18 quarters. The position peaked at $77K in Q3 2015. 595 funds tracked by Wall St. Rank hold SU as of Q3 2018.

Whitnell & Co reported no remaining Suncor Energy position as of Q3 2018 after selling out during the quarter.
Whitnell & Co sold 1,331 Suncor Energy shares in Q3 2018, an estimated $54K.
Whitnell & Co first reported a position in Suncor Energy in Q2 2013 and held it in 18 quarters.
Whitnell & Co's Suncor Energy position peaked at $77K in Q3 2015.
595 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2018.

Based on Whitnell & Co's 13F filing for Q3 2018, filed 23 Oct 2018.