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Altium Wealth Management’s Suncor Energy SU Stock Holding History

Altium Wealth Management’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
Q4 		– Sell
-5,870
Closed -$227K – 297
2018
Q3 		$227K Sell
5,870
-1,194
-17% -$48.3K 0.04% 256
2018
Q2 		$287K Buy
+7,064
New +$275K 0.08% 191

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Altium Wealth Management's SU Position: Q4 2018 in Review

Altium Wealth Management sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 5,870 shares — an estimated $227K sold.

Altium Wealth Management first reported a position in SU in Q2 2018 and held it in 2 quarters. The position peaked at $287K in Q2 2018. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

  • Altium Wealth Management reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
  • Altium Wealth Management sold 5,870 Suncor Energy shares in Q4 2018, an estimated $227K.
  • Altium Wealth Management first reported a position in Suncor Energy in Q2 2018 and held it in 2 quarters.
  • Altium Wealth Management's Suncor Energy position peaked at $287K in Q2 2018.
  • 557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on Altium Wealth Management's 13F filing for Q4 2018, filed 18 Jan 2019.