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Capital Advisors Ltd’s Suncor Energy SU Stock Holding History

Capital Advisors Ltd’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
-594
Closed -$19K – 443
2019
Q2 		$19K Buy
+594
New +$19K 0.01% 339

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Advisors Ltd's SU Position: Q3 2019 in Review

Capital Advisors Ltd sold out of Suncor Energy (SU) in Q3 2019, closing a stake of 594 shares — an estimated $19K sold.

Capital Advisors Ltd first reported a position in SU in Q2 2019 and held it in 1 quarter. The position peaked at $19K in Q2 2019. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

  • Capital Advisors Ltd reported no remaining Suncor Energy position as of Q3 2019 after selling out during the quarter.
  • Capital Advisors Ltd sold 594 Suncor Energy shares in Q3 2019, an estimated $19K.
  • Capital Advisors Ltd first reported a position in Suncor Energy in Q2 2019 and held it in 1 quarter.
  • Capital Advisors Ltd's Suncor Energy position peaked at $19K in Q2 2019.
  • 539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on Capital Advisors Ltd's 13F filing for Q3 2019, filed 23 Oct 2019.