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Alera Investment Advisors’s Suncor Energy SU Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-1,438
Closed -$47K – 876
2019
Q1 		$47K Buy
1,438
+71
+5% +$2.31K 0.02% 171
2018
Q4 		$38K Buy
+1,367
New +$45.4K 0.02% 199

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alera Investment Advisors's SU Position: Q2 2019 in Review

Alera Investment Advisors sold out of Suncor Energy (SU) in Q2 2019, closing a stake of 1,438 shares — an estimated $47K sold.

Alera Investment Advisors first reported a position in SU in Q4 2018 and held it in 2 quarters. The position peaked at $47K in Q1 2019. 547 funds tracked by Wall St. Rank hold SU as of Q2 2019.

  • Alera Investment Advisors reported no remaining Suncor Energy position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 1,438 Suncor Energy shares in Q2 2019, an estimated $47K.
  • Alera Investment Advisors first reported a position in Suncor Energy in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Suncor Energy position peaked at $47K in Q1 2019.
  • 547 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.