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Acorn Wealth Advisors’s Suncor Energy SU Stock Holding History

Acorn Wealth Advisors’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
-552
Closed -$22K – 397
2018
Q2 		$22K Hold
552
– – 0.02% 377
2018
Q1 		$21K Hold
552
– – 0.02% 383
2017
Q4 		$21K Buy
+552
New +$19.2K 0.02% 373

Other funds holding SU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Acorn Wealth Advisors's SU Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Suncor Energy (SU) in Q3 2018, closing a stake of 552 shares — an estimated $22K sold.

Acorn Wealth Advisors first reported a position in SU in Q4 2017 and held it in 3 quarters. The position peaked at $22K in Q2 2018. 596 funds tracked by Wall St. Rank hold SU as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Suncor Energy position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 552 Suncor Energy shares in Q3 2018, an estimated $22K.
  • Acorn Wealth Advisors first reported a position in Suncor Energy in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Suncor Energy position peaked at $22K in Q2 2018.
  • 596 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.