First Personal Financial Services’s Suncor Energy SU Stock Holding History

First Personal Financial Services’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	-28	Closed	-$1K	–	698
2018 Q4	$1K	Sell	28 -122	-81%	-$4.05K	﹤0.01%	645
2018 Q3	$6K	Buy	+150	New	+$6.07K	﹤0.01%	577
2018 Q2	–	Sell	-2,723	Closed	-$94K	–	898
2018 Q1	$94K	Sell	2,723 -830	-23%	-$28.9K	0.02%	323
2017 Q4	$130K	Hold	3,553	–	–	0.03%	301
2017 Q3	$124K	Sell	3,553 -292	-8%	-$9.32K	0.03%	280
2017 Q2	$112K	Buy	3,845 +2,270	+144%	+$69.8K	0.02%	296
2017 Q1	$48K	Buy	1,575 +369	+31%	+$11.6K	0.01%	402
2016 Q4	$39K	Hold	1,206	–	–	0.01%	422
2016 Q3	$34K	Hold	1,206	–	–	0.01%	346
2016 Q2	$33K	Buy	+1,206	New	+$33.1K	0.01%	342
2015 Q4	–	Sell	-31	Closed	-$1K	–	485
2015 Q3	$1K	Hold	31	–	–	﹤0.01%	448
2015 Q2	$1K	Hold	31	–	–	﹤0.01%	446
2015 Q1	$1K	Hold	31	–	–	﹤0.01%	535
2014 Q4	$0	Buy	+31	New	+$1.03K	﹤0.01%	513

Other funds holding SU

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Personal Financial Services's SU Position: Q1 2019 in Review

First Personal Financial Services sold out of Suncor Energy (SU) in Q1 2019, closing a stake of 28 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in SU in Q4 2014 and held it in 14 quarters. The position peaked at $130K in Q4 2017. 571 funds tracked by Wall St. Rank hold SU as of Q1 2019.

First Personal Financial Services reported no remaining Suncor Energy position as of Q1 2019 after selling out during the quarter.
First Personal Financial Services sold 28 Suncor Energy shares in Q1 2019, an estimated $1K.
First Personal Financial Services first reported a position in Suncor Energy in Q4 2014 and held it in 14 quarters.
First Personal Financial Services's Suncor Energy position peaked at $130K in Q4 2017.
571 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2019.

Based on First Personal Financial Services's 13F filing for Q1 2019, filed 22 Apr 2019.