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Financial Architects (New Jersey)’s Suncor Energy SU Stock Holding History

Financial Architects (New Jersey)’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
2020
Q2 		– Sell
-352
Closed -$6K – 908
2020
Q1 		$6K Sell
352
-1,425
-80% -$37.4K ﹤0.01% 688
2019
Q4 		$58K Buy
1,777
+1,425
+405% +$44.5K 0.01% 407
2019
Q3 		$11K Sell
352
-1,603
-82% -$48.2K ﹤0.01% 713
2019
Q2 		$61K Sell
1,955
-13,391
-87% -$428K 0.01% 470
2019
Q1 		$498K Buy
15,346
+803
+6% +$26.1K 0.08% 161
2018
Q4 		$407K Hold
14,543
– – 0.08% 168
2018
Q3 		$563K Hold
14,543
– – 0.09% 165
2018
Q2 		$592K Hold
14,543
– – 0.11% 142
2018
Q1 		$502K Buy
14,543
+7,737
+114% +$270K 0.1% 158
2017
Q4 		$250K Hold
6,806
– – 0.04% 291
2017
Q3 		$238K Hold
6,806
– – 0.04% 289
2017
Q2 		$199K Buy
6,806
+93
+1% +$2.86K 0.04% 312
2017
Q1 		$206K Buy
6,713
+3,327
+98% +$105K 0.04% 285
2016
Q4 		$111K Hold
3,386
– – 0.03% 375
2016
Q3 		$94K Sell
3,386
-42
-1% -$1.15K 0.03% 412
2016
Q2 		$95K Hold
3,428
– – 0.03% 386
2016
Q1 		$95K Buy
+3,428
New +$82.9K 0.03% 289
2015
Q3 		– Sell
-855
Closed -$24K – 817
2015
Q2 		$24K Hold
855
– – 0.01% 602
2015
Q1 		$25K Sell
855
-207
-19% -$6.15K 0.01% 536
2014
Q4 		$34K Buy
1,062
+207
+24% +$6.85K 0.01% 415
2014
Q3 		$31K Hold
855
– – 0.02% 385
2014
Q2 		$36K Buy
+855
New +$33.3K 0.02% 377
2013
Q4 		– Sell
-275
Closed -$10K – 513
2013
Q3 		$10K Hold
275
– – 0.01% 484
2013
Q2 		$8K Buy
+275
New +$8.29K 0.01% 501

Other funds holding SU

Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Financial Architects (New Jersey)'s SU Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of Suncor Energy (SU) in Q2 2020, closing a stake of 352 shares — an estimated $6K sold.

Financial Architects (New Jersey) first reported a position in SU in Q2 2013 and held it in 24 quarters. The position peaked at $592K in Q2 2018. 452 funds tracked by Wall St. Rank hold SU as of Q2 2020.

  • Financial Architects (New Jersey) reported no remaining Suncor Energy position as of Q2 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 352 Suncor Energy shares in Q2 2020, an estimated $6K.
  • Financial Architects (New Jersey) first reported a position in Suncor Energy in Q2 2013 and held it in 24 quarters.
  • Financial Architects (New Jersey)'s Suncor Energy position peaked at $592K in Q2 2018.
  • 452 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.