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Evolution Wealth Advisors’s Suncor Energy SU Stock Holding History

Evolution Wealth Advisors’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
Q1 		– Sell
-360
Closed -$10K – 146
2018
Q4 		$10K Buy
+360
New +$12K ﹤0.01% 126

Other funds holding SU

Wellington Management Group
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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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evolution Wealth Advisors's SU Position: Q1 2019 in Review

Evolution Wealth Advisors sold out of Suncor Energy (SU) in Q1 2019, closing a stake of 360 shares — an estimated $10K sold.

Evolution Wealth Advisors first reported a position in SU in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 571 funds tracked by Wall St. Rank hold SU as of Q1 2019.

  • Evolution Wealth Advisors reported no remaining Suncor Energy position as of Q1 2019 after selling out during the quarter.
  • Evolution Wealth Advisors sold 360 Suncor Energy shares in Q1 2019, an estimated $10K.
  • Evolution Wealth Advisors first reported a position in Suncor Energy in Q4 2018 and held it in 1 quarter.
  • Evolution Wealth Advisors's Suncor Energy position peaked at $10K in Q4 2018.
  • 571 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2019.

Based on Evolution Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.