Clarus Wealth Advisors’s Suncor Energy SU Stock Holding History

Clarus Wealth 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 Q3	–	Sell	-1,500	Closed	-$47K	–	495
2019 Q2	$47K	Hold	1,500	–	–	0.03%	280
2019 Q1	$49K	Hold	1,500	–	–	0.04%	299
2018 Q4	$42K	Hold	1,500	–	–	0.07%	286
2018 Q3	$58K	Hold	1,500	–	–	0.04%	273
2018 Q2	$52K	Buy	+1,500	New	+$58.4K	0.04%	280

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

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

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

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

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

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

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

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

Clarus Wealth Advisors's SU Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Suncor Energy (SU) in Q3 2019, closing a stake of 1,500 shares — an estimated $47K sold.

Clarus Wealth Advisors first reported a position in SU in Q2 2018 and held it in 5 quarters. The position peaked at $58K in Q3 2018. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

Clarus Wealth Advisors reported no remaining Suncor Energy position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 1,500 Suncor Energy shares in Q3 2019, an estimated $47K.
Clarus Wealth Advisors first reported a position in Suncor Energy in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Suncor Energy position peaked at $58K in Q3 2018.
539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.