CIAS
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Capital Investment Advisory Services’s Suncor Energy SU Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-275
Closed -$9K – 1164
2019
Q3 		$9K Sell
275
-1,815
-87% -$54.6K ﹤0.01% 1021
2019
Q2 		$65K Buy
2,090
+1,726
+474% +$55.2K 0.02% 495
2019
Q1 		$12K Sell
364
-129
-26% -$4.2K ﹤0.01% 806
2018
Q4 		$14K Buy
+493
New +$16.4K 0.01% 732

Other funds holding SU

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

Capital Investment Advisory Services's SU Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Suncor Energy (SU) in Q4 2019, closing a stake of 275 shares — an estimated $9K sold.

Capital Investment Advisory Services first reported a position in SU in Q4 2018 and held it in 4 quarters. The position peaked at $65K in Q2 2019. 564 funds tracked by Wall St. Rank hold SU as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Suncor Energy position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 275 Suncor Energy shares in Q4 2019, an estimated $9K.
  • Capital Investment Advisory Services first reported a position in Suncor Energy in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Suncor Energy position peaked at $65K in Q2 2019.
  • 564 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.