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Avantax Planning Partners’s Suncor Energy SU Stock Holding History

Avantax Planning Partners’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
-349
Closed -$14K – 1076
2018
Q3 		$14K Buy
+349
New +$14.1K ﹤0.01% 795
2018
Q2 		– Sell
-62
Closed -$2K – 1313
2018
Q1 		$2K Buy
+62
New +$2.16K ﹤0.01% 1628

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

Avantax Planning Partners's SU Position: Q4 2018 in Review

Avantax Planning Partners sold out of Suncor Energy (SU) in Q4 2018, closing a stake of 349 shares — an estimated $14K sold.

Avantax Planning Partners first reported a position in SU in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q3 2018. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

  • Avantax Planning Partners reported no remaining Suncor Energy position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 349 Suncor Energy shares in Q4 2018, an estimated $14K.
  • Avantax Planning Partners first reported a position in Suncor Energy in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Suncor Energy position peaked at $14K in Q3 2018.
  • 557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.