DWM
SU icon

Doyle Wealth Management’s Suncor Energy SU Stock Holding History

Doyle 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
Q3 		– Sell
-1,210
Closed -$38K – 695
2019
Q2 		$38K Buy
+1,210
New +$38.7K 0.01% 413
2019
Q1 		– Sell
-1,210
Closed -$34K – 681
2018
Q4 		$34K Buy
+1,210
New +$40.2K 0.01% 429

Other funds holding SU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Doyle Wealth Management's SU Position: Q3 2019 in Review

Doyle Wealth Management sold out of Suncor Energy (SU) in Q3 2019, closing a stake of 1,210 shares — an estimated $38K sold.

Doyle Wealth Management first reported a position in SU in Q4 2018 and held it in 2 quarters. The position peaked at $38K in Q2 2019. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

  • Doyle Wealth Management reported no remaining Suncor Energy position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,210 Suncor Energy shares in Q3 2019, an estimated $38K.
  • Doyle Wealth Management first reported a position in Suncor Energy in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Suncor Energy position peaked at $38K in Q2 2019.
  • 539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.