Baldwin Wealth Partners’s Suncor Energy SU Stock Holding History

Baldwin Wealth 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
2019 Q1	–	Sell	-23,161	Closed	-$648K	–	530
2018 Q4	$648K	Sell	23,161 -300	-1%	-$9.97K	0.11%	99
2018 Q3	$908K	Hold	23,461	–	–	0.13%	96
2018 Q2	$954K	Hold	23,461	–	–	0.15%	93
2018 Q1	$810K	Hold	23,461	–	–	0.13%	95
2017 Q4	$861K	Hold	23,461	–	–	0.13%	100
2017 Q3	$822K	Hold	23,461	–	–	0.13%	100
2017 Q2	$685K	Sell	23,461 -84	-0.4%	-$2.58K	0.11%	109
2017 Q1	$724K	Buy	23,545 +84	+0.4%	+$2.65K	0.12%	107
2016 Q4	$767K	Sell	23,461 -68	-0.3%	-$2.08K	0.14%	95
2016 Q3	$654K	Hold	23,529	–	–	0.12%	105
2016 Q2	$652K	Hold	23,529	–	–	0.13%	94
2016 Q1	$654K	Hold	23,529	–	–	0.12%	128
2015 Q4	$607K	Hold	23,529	–	–	0.1%	145
2015 Q3	$629K	Hold	23,529	–	–	0.11%	151
2015 Q2	$648K	Hold	23,529	–	–	0.1%	155
2015 Q1	$688K	Sell	23,529 -97	-0.4%	-$2.88K	0.1%	150
2014 Q4	$751K	Hold	23,626	–	–	0.11%	150
2014 Q3	$854K	Hold	23,626	–	–	0.12%	146
2014 Q2	$1.01M	Hold	23,626	–	–	0.15%	134
2014 Q1	$826K	Sell	23,626 -200	-0.8%	-$6.66K	0.13%	144
2013 Q4	$835K	Hold	23,826	–	–	0.13%	145
2013 Q3	$852K	Sell	23,826 -3,000	-11%	-$99.8K	0.16%	130
2013 Q2	$791K	Buy	+26,826	New	+$808K	0.16%	127

Other funds holding SU

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baldwin Wealth Partners's SU Position: Q1 2019 in Review

Baldwin Wealth Partners sold out of Suncor Energy (SU) in Q1 2019, closing a stake of 23,161 shares — an estimated $648K sold.

Baldwin Wealth Partners first reported a position in SU in Q2 2013 and held it in 23 quarters. The position peaked at $1.01M in Q2 2014. 571 funds tracked by Wall St. Rank hold SU as of Q1 2019.

Baldwin Wealth Partners reported no remaining Suncor Energy position as of Q1 2019 after selling out during the quarter.
Baldwin Wealth Partners sold 23,161 Suncor Energy shares in Q1 2019, an estimated $648K.
Baldwin Wealth Partners first reported a position in Suncor Energy in Q2 2013 and held it in 23 quarters.
Baldwin Wealth Partners's Suncor Energy position peaked at $1.01M in Q2 2014.
571 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2019.

Based on Baldwin Wealth Partners's 13F filing for Q1 2019, filed 24 Apr 2019.