IFG Advisory’s Suncor Energy SU Stock Holding History

IFG Advisory’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	-10,120	Closed	-$151K	–	447
2019 Q2	$151K	Buy	+10,120	New	+$324K	0.03%	335
2019 Q1	–	Sell	-8,415	Closed	-$235K	–	346
2018 Q4	$235K	Sell	8,415 -1,717	-17%	-$57.1K	0.06%	275
2018 Q3	$392K	Sell	10,132 -481	-5%	-$19.5K	0.07%	250
2018 Q2	$431K	Sell	10,613 -133	-1%	-$5.18K	0.09%	217
2018 Q1	$371K	Buy	10,746 +929	+9%	+$32.4K	0.08%	230
2017 Q4	$360K	Buy	+9,817	New	+$341K	0.08%	230

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

IFG Advisory's SU Position: Q3 2019 in Review

IFG Advisory sold out of Suncor Energy (SU) in Q3 2019, closing a stake of 10,120 shares — an estimated $151K sold.

IFG Advisory first reported a position in SU in Q4 2017 and held it in 6 quarters. The position peaked at $431K in Q2 2018. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

IFG Advisory reported no remaining Suncor Energy position as of Q3 2019 after selling out during the quarter.
IFG Advisory sold 10,120 Suncor Energy shares in Q3 2019, an estimated $151K.
IFG Advisory first reported a position in Suncor Energy in Q4 2017 and held it in 6 quarters.
IFG Advisory's Suncor Energy position peaked at $431K in Q2 2018.
539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on IFG Advisory's 13F filing for Q3 2019, filed 6 Nov 2019.