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Advisor Group’s Suncor Energy SU Stock Holding History

Advisor Group’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
2019
Q4 		$1.28M Buy
38,947
+769
+2% +$24K 0.01% 1053
2019
Q3 		$1.21M Sell
38,178
-4,461
-10% -$134K 0.01% 1028
2019
Q2 		$1.33M Buy
42,639
+1,514
+4% +$48.4K 0.01% 951
2019
Q1 		$1.33M Buy
41,125
+689
+2% +$22.4K 0.01% 926
2018
Q4 		$1.13M Buy
40,436
+10,927
+37% +$363K 0.01% 893
2018
Q3 		$1.14M Buy
29,509
+1,349
+5% +$54.6K 0.01% 898
2018
Q2 		$1.15M Buy
28,160
+6,410
+29% +$250K 0.02% 796
2018
Q1 		$751K Sell
21,750
-1,436
-6% -$50K 0.01% 1043
2017
Q4 		$851K Buy
23,186
+2,107
+10% +$73.2K 0.01% 993
2017
Q3 		$738K Buy
21,079
+1,815
+9% +$57.9K 0.01% 981
2017
Q2 		$562K Buy
19,264
+2,041
+12% +$62.8K 0.01% 1075
2017
Q1 		$530K Buy
17,223
+1,563
+10% +$49.2K 0.01% 1040
2016
Q4 		$511K Buy
15,660
+543
+4% +$16.6K 0.01% 1009
2016
Q3 		$420K Buy
15,117
+464
+3% +$12.7K 0.01% 1068
2016
Q2 		$404K Buy
+14,653
New +$402K 0.01% 1030

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Advisor Group's SU Position: Q4 2019 in Review

Advisor Group increased its Suncor Energy (SU) stake by 2% in Q4 2019, buying an estimated $24K and bringing the position to 38,947 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #1053.

Advisor Group first reported a position in SU in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.33M in Q1 2019. 564 funds tracked by Wall St. Rank hold SU as of Q4 2019.

  • Advisor Group held 38,947 shares of Suncor Energy worth $1.28M as of Q4 2019.
  • Advisor Group bought 769 Suncor Energy shares in Q4 2019, an estimated $24K.
  • Suncor Energy made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1053 holding.
  • Advisor Group first reported a position in Suncor Energy in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Suncor Energy position peaked at $1.33M in Q1 2019.
  • 564 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.