Bach Option’s Suncor Energy SU Stock Holding History

Bach Option’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	$768K	Buy	+23,400	New	+$730K	0.33%	41
2019 Q3	–	Sell	-34,400	Closed	-$1.07M	–	89
2019 Q2	$1.07M	Buy	34,400 +21,900	+175%	+$701K	0.34%	35
2019 Q1	$405K	Buy	+12,500	New	+$407K	0.17%	66
2018 Q1	–	Sell	-13,500	Closed	-$496K	–	94
2017 Q4	$496K	Hold	13,500	–	–	0.34%	67
2017 Q3	$473K	Buy	+13,500	New	+$431K	0.34%	71
2017 Q1	–	Sell	-29,600	Closed	-$968K	–	164
2016 Q4	$968K	Buy	+29,600	New	+$907K	0.44%	70
2016 Q1	–	Sell	-15,000	Closed	-$387K	–	140
2015 Q4	$387K	Buy	+15,000	New	+$414K	0.37%	49

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

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 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