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Essex Savings Bank’s Suncor Energy SU Stock Holding History

Essex Savings Bank’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
-1,266
Closed -$40K – 549
2019
Q2 		$40K Buy
1,266
+567
+81% +$18.1K 0.01% 476
2019
Q1 		$23K Buy
699
+100
+17% +$3.26K 0.01% 405
2018
Q4 		$17K Buy
+599
New +$19.9K 0.01% 448

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Invesco
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Dodge & Cox
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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
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TD Asset Management
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Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Essex Savings Bank's SU Position: Q3 2019 in Review

Essex Savings Bank sold out of Suncor Energy (SU) in Q3 2019, closing a stake of 1,266 shares — an estimated $40K sold.

Essex Savings Bank first reported a position in SU in Q4 2018 and held it in 3 quarters. The position peaked at $40K in Q2 2019. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

  • Essex Savings Bank reported no remaining Suncor Energy position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 1,266 Suncor Energy shares in Q3 2019, an estimated $40K.
  • Essex Savings Bank first reported a position in Suncor Energy in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Suncor Energy position peaked at $40K in Q2 2019.
  • 539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.