Wunderlich Capital Managemnt’s Suncor Energy SU Stock Holding History

Wunderlich Capital Managemnt’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
2020 Q1	–	Sell	-42,775	Closed	-$1.4M	–	85
2019 Q4	$1.4M	Buy	42,775 +14	+0%	+$437	0.88%	63
2019 Q3	$1.35M	Buy	42,761 +99	+0.2%	+$2.98K	0.93%	63
2019 Q2	$1.33M	Buy	42,662 +1,223	+3%	+$39.1K	0.88%	65
2019 Q1	$1.34M	Sell	41,439 -260	-0.6%	-$8.47K	0.94%	61
2018 Q4	$1.17M	Buy	41,699 +40	+0.1%	+$1.33K	0.9%	62
2018 Q3	$1.61M	Sell	41,659 -2,429	-6%	-$98.3K	1.14%	47
2018 Q2	$1.79M	Sell	44,088 -1,535	-3%	-$59.8K	1.25%	28
2018 Q1	$1.58M	Sell	45,623 -465	-1%	-$16.2K	1.08%	42
2017 Q4	$1.69M	Sell	46,088 -62	-0.1%	-$2.15K	1.17%	37
2017 Q3	$1.62M	Sell	46,150 -1,259	-3%	-$40.2K	1.21%	36
2017 Q2	$1.38M	Sell	47,409 -709	-1%	-$21.8K	1.03%	52
2017 Q1	$1.48M	Buy	48,118 +356	+0.7%	+$11.2K	1.15%	40
2016 Q4	$1.56M	Sell	47,762 -782	-2%	-$24K	1.27%	31
2016 Q3	$1.35M	Buy	48,544 +1,610	+3%	+$44K	1.08%	53
2016 Q2	$1.3M	Buy	46,934 +703	+2%	+$19.3K	1.1%	51
2016 Q1	$1.29M	Buy	46,231 +722	+2%	+$17.5K	1.1%	54
2015 Q4	$1.17M	Buy	45,509 +967	+2%	+$26.7K	1.01%	58
2015 Q3	$1.19M	Buy	+44,542	New	+$1.19M	1.1%	45

Other funds holding SU

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Wunderlich Capital Managemnt's SU Position: Q1 2020 in Review

Wunderlich Capital Managemnt sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 42,775 shares — an estimated $1.4M sold.

Wunderlich Capital Managemnt first reported a position in SU in Q3 2015 and held it in 18 quarters. The position peaked at $1.79M in Q2 2018. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

Wunderlich Capital Managemnt reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
Wunderlich Capital Managemnt sold 42,775 Suncor Energy shares in Q1 2020, an estimated $1.4M.
Wunderlich Capital Managemnt first reported a position in Suncor Energy in Q3 2015 and held it in 18 quarters.
Wunderlich Capital Managemnt's Suncor Energy position peaked at $1.79M in Q2 2018.
475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Wunderlich Capital Managemnt's 13F filing for Q1 2020, filed 14 May 2020.