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Holistic Financial Partners’s Suncor Energy SU Stock Holding History

Holistic Financial Partners’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
Q2 		– Sell
-2,076
Closed -$72K – 318
2018
Q1 		$72K Buy
2,076
+107
+5% +$3.73K 0.06% 146
2017
Q4 		$72K Buy
+1,969
New +$68.4K 0.06% 149

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Royal Bank of Canada
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Holistic Financial Partners's SU Position: Q2 2018 in Review

Holistic Financial Partners sold out of Suncor Energy (SU) in Q2 2018, closing a stake of 2,076 shares — an estimated $72K sold.

Holistic Financial Partners first reported a position in SU in Q4 2017 and held it in 2 quarters. The position peaked at $72K in Q1 2018. 570 funds tracked by Wall St. Rank hold SU as of Q2 2018.

  • Holistic Financial Partners reported no remaining Suncor Energy position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 2,076 Suncor Energy shares in Q2 2018, an estimated $72K.
  • Holistic Financial Partners first reported a position in Suncor Energy in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Suncor Energy position peaked at $72K in Q1 2018.
  • 570 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.