Dubuque Bank & Trust’s Suncor Energy SU Stock Holding History

Dubuque Bank & Trust’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	-443	Closed	-$14K	–	546
2019 Q1	$14K	Buy	443 +283	+177%	+$9.22K	﹤0.01%	427
2018 Q4	$4K	Hold	160	–	–	﹤0.01%	538
2018 Q3	$6K	Hold	160	–	–	﹤0.01%	494
2018 Q2	$7K	Buy	+160	New	+$6.23K	﹤0.01%	500
2018 Q1	–	Sell	-235	Closed	-$9K	–	765
2017 Q4	$9K	Buy	235 +130	+124%	+$4.52K	﹤0.01%	513
2017 Q3	$4K	Hold	105	–	–	﹤0.01%	569
2017 Q2	$3K	Hold	105	–	–	﹤0.01%	578
2017 Q1	$3K	Buy	+105	New	+$3.31K	﹤0.01%	599
2016 Q3	–	Sell	-400	Closed	-$11K	–	578
2016 Q2	$11K	Buy	+400	New	+$11K	﹤0.01%	412
2014 Q1	–	Sell	-400	Closed	-$14K	–	465
2013 Q4	$14K	Hold	400	–	–	﹤0.01%	325
2013 Q3	$14K	Hold	400	–	–	﹤0.01%	300
2013 Q2	$12K	Buy	+400	New	+$12.1K	﹤0.01%	278

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

Dubuque Bank & Trust's SU Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of Suncor Energy (SU) in Q2 2019, closing a stake of 443 shares — an estimated $14K sold.

Dubuque Bank & Trust first reported a position in SU in Q2 2013 and held it in 12 quarters. The position peaked at $14K in Q1 2019. 547 funds tracked by Wall St. Rank hold SU as of Q2 2019.

Dubuque Bank & Trust reported no remaining Suncor Energy position as of Q2 2019 after selling out during the quarter.
Dubuque Bank & Trust sold 443 Suncor Energy shares in Q2 2019, an estimated $14K.
Dubuque Bank & Trust first reported a position in Suncor Energy in Q2 2013 and held it in 12 quarters.
Dubuque Bank & Trust's Suncor Energy position peaked at $14K in Q1 2019.
547 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.