Brandywine Oak Private Wealth’s Suncor Energy SU Stock Holding History

Brandywine Oak Private Wealth’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 Q1	–	Sell	-7,993	Closed	-$262K	–	253
2019 Q4	$262K	Buy	7,993 +957	+14%	+$29.9K	0.05%	201
2019 Q3	$222K	Sell	7,036 -2,084	-23%	-$62.7K	0.04%	214
2019 Q2	$284K	Buy	9,120 +92	+1%	+$2.94K	0.06%	167
2019 Q1	$292K	Sell	9,028 -339	-4%	-$11K	0.06%	162
2018 Q4	$261K	Buy	+9,367	New	+$311K	0.06%	162

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

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

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

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

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

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

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

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

PIF

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

Brandywine Oak Private Wealth's SU Position: Q1 2020 in Review

Brandywine Oak Private Wealth sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 7,993 shares — an estimated $262K sold.

Brandywine Oak Private Wealth first reported a position in SU in Q4 2018 and held it in 5 quarters. The position peaked at $292K in Q1 2019. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

Brandywine Oak Private Wealth reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
Brandywine Oak Private Wealth sold 7,993 Suncor Energy shares in Q1 2020, an estimated $262K.
Brandywine Oak Private Wealth first reported a position in Suncor Energy in Q4 2018 and held it in 5 quarters.
Brandywine Oak Private Wealth's Suncor Energy position peaked at $292K in Q1 2019.
475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2020, filed 6 May 2020.