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Capital Directions Investment Advisors’s Suncor Energy SU Stock Holding History

Capital Directions Investment Advisors’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
-923
Closed -$30K – 244
2019
Q4 		$30K Hold
923
– – 0.01% 165
2019
Q3 		$29K Buy
+923
New +$27.8K 0.01% 164

Other funds holding SU

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

Capital Directions Investment Advisors's SU Position: Q1 2020 in Review

Capital Directions Investment Advisors sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 923 shares — an estimated $30K sold.

Capital Directions Investment Advisors first reported a position in SU in Q3 2019 and held it in 2 quarters. The position peaked at $30K in Q4 2019. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

  • Capital Directions Investment Advisors reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 923 Suncor Energy shares in Q1 2020, an estimated $30K.
  • Capital Directions Investment Advisors first reported a position in Suncor Energy in Q3 2019 and held it in 2 quarters.
  • Capital Directions Investment Advisors's Suncor Energy position peaked at $30K in Q4 2019.
  • 475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2020, filed 11 May 2020.