Avestar Capital’s Suncor Energy SU Stock Holding History

Avestar Capital’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 Q3	–	Sell	-14	Closed	–	–	744
2019 Q2	$0	Buy	+14	New	+$448	﹤0.01%	967
2019 Q1	–	Sell	-4,516	Closed	-$108K	–	971
2018 Q4	$108K	Sell	4,516 -2,542	-36%	-$84.5K	0.07%	173
2018 Q3	$255K	Buy	7,058 +1,434	+25%	+$58K	0.15%	91
2018 Q2	$208K	Buy	5,624 +379	+7%	+$14.8K	0.13%	101
2018 Q1	$165K	Buy	5,245 +851	+19%	+$29.6K	0.11%	112
2017 Q4	$148K	Buy	+4,394	New	+$153K	0.11%	108

Other funds holding SU

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avestar Capital's SU Position: Q3 2019 in Review

Avestar Capital sold out of Suncor Energy (SU) in Q3 2019, closing a stake of 14 shares.

Avestar Capital first reported a position in SU in Q4 2017 and held it in 6 quarters. The position peaked at $255K in Q3 2018. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

Avestar Capital reported no remaining Suncor Energy position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 14 Suncor Energy shares in Q3 2019.
Avestar Capital first reported a position in Suncor Energy in Q4 2017 and held it in 6 quarters.
Avestar Capital's Suncor Energy position peaked at $255K in Q3 2018.
539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.