Whitney & Co’s Suncor Energy SU Stock Holding History

Whitney & 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 Q4	–	Sell	-833	Closed	-$28K	–	410
2018 Q3	$28K	Buy	+833	New	+$33.7K	0.01%	221

Other funds holding SU

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Whitney & Co's SU Position: Q4 2018 in Review

Whitney & Co sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 833 shares — an estimated $28K sold.

Whitney & Co first reported a position in SU in Q3 2018 and held it in 1 quarter. The position peaked at $28K in Q3 2018. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

Whitney & Co reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 833 Suncor Energy shares in Q4 2018, an estimated $28K.
Whitney & Co first reported a position in Suncor Energy in Q3 2018 and held it in 1 quarter.
Whitney & Co's Suncor Energy position peaked at $28K in Q3 2018.
557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.