Cornerstone Wealth Management’s Suncor Energy SU Stock Holding History

Cornerstone Wealth Management’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 Q2	–	Sell	-1,401	Closed	-$274K	–	489
2019 Q1	$274K	Buy	+1,401	New	+$45.6K	0.03%	409
2018 Q4	–	Sell	-47,114	Closed	-$1.36M	–	1044
2018 Q3	$1.36M	Sell	47,114 -7,040	-13%	-$285K	0.02%	626
2018 Q2	$1.34M	Buy	+54,154	New	+$2.11M	0.02%	663

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cornerstone Wealth Management's SU Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of Suncor Energy (SU) in Q2 2019, closing a stake of 1,401 shares — an estimated $274K sold.

Cornerstone Wealth Management first reported a position in SU in Q2 2018 and held it in 3 quarters. The position peaked at $1.36M in Q3 2018. 547 funds tracked by Wall St. Rank hold SU as of Q2 2019.

Cornerstone Wealth Management reported no remaining Suncor Energy position as of Q2 2019 after selling out during the quarter.
Cornerstone Wealth Management sold 1,401 Suncor Energy shares in Q2 2019, an estimated $274K.
Cornerstone Wealth Management first reported a position in Suncor Energy in Q2 2018 and held it in 3 quarters.
Cornerstone Wealth Management's Suncor Energy position peaked at $1.36M in Q3 2018.
547 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.