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Financial Gravity Companies’s Suncor Energy SU Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$34K Buy
+1,040
New +$34.6K 0.03% 427
2018
Q1 		– Sell
-84
Closed -$3K – 1631
2017
Q4 		$3K Buy
+84
New +$2.92K ﹤0.01% 868

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

Financial Gravity Companies's SU Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Suncor Energy (SU) in Q4 2018: 1,040 shares worth $34K. The stake represents 0.03% of the portfolio and ranks #427 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SU as recently as Q4 2017.

Financial Gravity Companies first reported a position in SU in Q4 2017 and has held it in 2 quarters since. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

  • Financial Gravity Companies held 1,040 shares of Suncor Energy worth $34K as of Q4 2018.
  • Suncor Energy was a new Financial Gravity Companies position in Q4 2018.
  • Suncor Energy made up 0.03% of Financial Gravity Companies's portfolio in Q4 2018, its #427 holding.
  • Financial Gravity Companies first reported a position in Suncor Energy in Q4 2017 and has held it in 2 quarters since.
  • 557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.