BerganKDV Wealth Management’s Suncor Energy SU Stock Holding History

BerganKDV 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
2020 Q2	–	Sell	-109	Closed	-$2K	–	1085
2020 Q1	$2K	Hold	109	–	–	﹤0.01%	755
2019 Q4	$4K	Hold	109	–	–	﹤0.01%	677
2019 Q3	$3K	Hold	109	–	–	﹤0.01%	613
2019 Q2	$3K	Hold	109	–	–	﹤0.01%	646
2019 Q1	$4K	Hold	109	–	–	﹤0.01%	620
2018 Q4	$3K	Buy	+109	New	+$3.62K	﹤0.01%	600

Other funds holding SU

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

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

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

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

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

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

BerganKDV Wealth Management's SU Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Suncor Energy (SU) in Q2 2020, closing a stake of 109 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in SU in Q4 2018 and held it in 6 quarters. The position peaked at $4K in Q4 2019. 452 funds tracked by Wall St. Rank hold SU as of Q2 2020.

BerganKDV Wealth Management reported no remaining Suncor Energy position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 109 Suncor Energy shares in Q2 2020, an estimated $2K.
BerganKDV Wealth Management first reported a position in Suncor Energy in Q4 2018 and held it in 6 quarters.
BerganKDV Wealth Management's Suncor Energy position peaked at $4K in Q4 2019.
452 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.