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Cornerstone Advisors (Washington)’s Suncor Energy SU Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$15K Sell
1,218
-1,810
-60% -$28.3K ﹤0.01% 402
2020
Q2 		$51K Buy
3,028
+1,398
+86% +$23.9K 0.01% 257
2020
Q1 		$26K Buy
1,630
+151
+10% +$3.96K ﹤0.01% 308
2019
Q4 		$49K Buy
1,479
+91
+7% +$2.84K 0.01% 239
2019
Q3 		$44K Sell
1,388
-85
-6% -$2.56K 0.01% 238
2019
Q2 		$46K Buy
1,473
+378
+35% +$12.1K ﹤0.01% 428
2019
Q1 		$36K Buy
1,095
+601
+122% +$19.6K ﹤0.01% 467
2018
Q4 		$14K Buy
494
+187
+61% +$6.21K ﹤0.01% 578
2018
Q3 		$12K Buy
307
+139
+83% +$5.63K 0.01% 613
2018
Q2 		$7K Buy
168
+36
+27% +$1.4K ﹤0.01% 677
2018
Q1 		$5K Buy
132
+53
+67% +$1.85K ﹤0.01% 713
2017
Q4 		$3K Hold
79
– – ﹤0.01% 775
2017
Q3 		$3K Hold
79
– – ﹤0.01% 766
2017
Q2 		$2K Buy
+79
New +$2.43K ﹤0.01% 814
2016
Q1 		– Sell
-65
Closed -$2K – 934
2015
Q4 		$2K Buy
+65
New +$1.79K ﹤0.01% 755
2015
Q3 		– Sell
-101
Closed -$3K – 918
2015
Q2 		$3K Hold
101
– – ﹤0.01% 530
2015
Q1 		$3K Buy
101
+22
+28% +$654 ﹤0.01% 543
2014
Q4 		$3K Buy
+79
New +$2.61K ﹤0.01% 512

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cornerstone Advisors (Washington)'s SU Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Suncor Energy (SU) stake by 60% in Q3 2020, selling an estimated $28.3K and leaving 1,218 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Cornerstone Advisors (Washington) first reported a position in SU in Q4 2014 and has held it in 18 quarters since. The position peaked at $51K in Q2 2020. 421 funds tracked by Wall St. Rank hold SU as of Q3 2020.

  • Cornerstone Advisors (Washington) held 1,218 shares of Suncor Energy worth $15K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 1,810 Suncor Energy shares in Q3 2020, an estimated $28.3K.
  • Suncor Energy made up ﹤0.01% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #402 holding.
  • Cornerstone Advisors (Washington) first reported a position in Suncor Energy in Q4 2014 and has held it in 18 quarters since.
  • Cornerstone Advisors (Washington)'s Suncor Energy position peaked at $51K in Q2 2020.
  • 421 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.