Gideon Capital Advisors’s Suncor Energy SU Stock Holding History

Gideon Capital 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 Q3	–	Sell	-35,485	Closed	-$1.11M	–	396
2019 Q2	$1.11M	Buy	35,485 +22,532	+174%	+$721K	0.38%	97
2019 Q1	$420K	Buy	+12,953	New	+$422K	0.15%	205
2017 Q2	–	Sell	-10,863	Closed	-$334K	–	394
2017 Q1	$334K	Buy	+10,863	New	+$342K	0.2%	211

Other funds holding SU

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Gideon Capital Advisors's SU Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Suncor Energy (SU) in Q3 2019, closing a stake of 35,485 shares — an estimated $1.11M sold.

Gideon Capital Advisors first reported a position in SU in Q1 2017 and held it in 3 quarters. The position peaked at $1.11M in Q2 2019. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

Gideon Capital Advisors reported no remaining Suncor Energy position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 35,485 Suncor Energy shares in Q3 2019, an estimated $1.11M.
Gideon Capital Advisors first reported a position in Suncor Energy in Q1 2017 and held it in 3 quarters.
Gideon Capital Advisors's Suncor Energy position peaked at $1.11M in Q2 2019.
539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.