IBEX Wealth Advisors’s Suncor Energy SU Stock Holding History

IBEX Wealth 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
2017 Q1	–	Sell	-241	Closed	-$8K	–	344
2016 Q4	$8K	Buy	+241	New	+$7.39K	﹤0.01%	324

Other funds holding SU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

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

IBEX Wealth Advisors's SU Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Suncor Energy (SU) in Q1 2017, closing a stake of 241 shares — an estimated $8K sold.

IBEX Wealth Advisors first reported a position in SU in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 493 funds tracked by Wall St. Rank hold SU as of Q1 2017.

IBEX Wealth Advisors reported no remaining Suncor Energy position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 241 Suncor Energy shares in Q1 2017, an estimated $8K.
IBEX Wealth Advisors first reported a position in Suncor Energy in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Suncor Energy position peaked at $8K in Q4 2016.
493 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.