Winfield Associates’s Suncor Energy SU Stock Holding History

Winfield Associates’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	-430	Closed	-$16K	–	586
2017 Q4	$16K	Hold	430	–	–	0.01%	350
2017 Q3	$15K	Buy	430 +20	+5%	+$638	0.01%	346
2017 Q2	$12K	Sell	410 -85	-17%	-$2.61K	0.01%	384
2017 Q1	$15K	Buy	495 +40	+9%	+$1.26K	0.01%	322
2016 Q4	$15K	Buy	455 +45	+11%	+$1.38K	0.01%	309
2016 Q3	$11K	Hold	410	–	–	0.01%	329
2016 Q2	$11K	Buy	410 +50	+14%	+$1.37K	0.01%	319
2016 Q1	$10K	Buy	+360	New	+$8.71K	0.01%	317

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

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

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

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

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

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

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

Winfield Associates's SU Position: Q1 2018 in Review

Winfield Associates sold out of Suncor Energy (SU) in Q1 2018, closing a stake of 430 shares — an estimated $16K sold.

Winfield Associates first reported a position in SU in Q1 2016 and held it in 8 quarters. The position peaked at $16K in Q4 2017. 545 funds tracked by Wall St. Rank hold SU as of Q1 2018.

Winfield Associates reported no remaining Suncor Energy position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 430 Suncor Energy shares in Q1 2018, an estimated $16K.
Winfield Associates first reported a position in Suncor Energy in Q1 2016 and held it in 8 quarters.
Winfield Associates's Suncor Energy position peaked at $16K in Q4 2017.
545 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.