Claro Advisors’s Suncor Energy SU Stock Holding History

Claro 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
2019 Q1	–	Sell	-972	Closed	-$38K	–	833
2018 Q4	$38K	Buy	+972	New	+$32.3K	0.03%	391

Other funds holding SU

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Claro Advisors's SU Position: Q1 2019 in Review

Claro Advisors sold out of Suncor Energy (SU) in Q1 2019, closing a stake of 972 shares — an estimated $38K sold.

Claro Advisors first reported a position in SU in Q4 2018 and held it in 1 quarter. The position peaked at $38K in Q4 2018. 571 funds tracked by Wall St. Rank hold SU as of Q1 2019.

Claro Advisors reported no remaining Suncor Energy position as of Q1 2019 after selling out during the quarter.
Claro Advisors sold 972 Suncor Energy shares in Q1 2019, an estimated $38K.
Claro Advisors first reported a position in Suncor Energy in Q4 2018 and held it in 1 quarter.
Claro Advisors's Suncor Energy position peaked at $38K in Q4 2018.
571 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.