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IHT Wealth Management’s Suncor Energy SU Stock Holding History

IHT Wealth Management’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
Q1 		– Sell
-33
Closed -$1K – 1753
2017
Q4 		$1K Hold
33
– – ﹤0.01% 1624
2017
Q3 		$1K Sell
33
-504
-94% -$16.1K ﹤0.01% 1355
2017
Q2 		$15 Hold
537
– – 0.01% 859
2017
Q1 		$17K Hold
537
– – 0.01% 703
2016
Q4 		$18K Buy
+537
New +$16.5K 0.01% 673

Other funds holding SU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

IHT Wealth Management's SU Position: Q1 2018 in Review

IHT Wealth Management sold out of Suncor Energy (SU) in Q1 2018, closing a stake of 33 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in SU in Q4 2016 and held it in 5 quarters. The position peaked at $18K in Q4 2016. 545 funds tracked by Wall St. Rank hold SU as of Q1 2018.

  • IHT Wealth Management reported no remaining Suncor Energy position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 33 Suncor Energy shares in Q1 2018, an estimated $1K.
  • IHT Wealth Management first reported a position in Suncor Energy in Q4 2016 and held it in 5 quarters.
  • IHT Wealth Management's Suncor Energy position peaked at $18K in Q4 2016.
  • 545 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.