IMA Advisory Services’s Suncor Energy SU Stock Holding History

IMA Advisory Services’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 Q3	–	Sell	-153	Closed	-$6K	–	443
2018 Q2	$6K	Buy	+153	New	+$5.96K	﹤0.01%	297

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

IMA Advisory Services's SU Position: Q3 2018 in Review

IMA Advisory Services sold out of Suncor Energy (SU) in Q3 2018, closing a stake of 153 shares — an estimated $6K sold.

IMA Advisory Services first reported a position in SU in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 596 funds tracked by Wall St. Rank hold SU as of Q3 2018.

IMA Advisory Services reported no remaining Suncor Energy position as of Q3 2018 after selling out during the quarter.
IMA Advisory Services sold 153 Suncor Energy shares in Q3 2018, an estimated $6K.
IMA Advisory Services first reported a position in Suncor Energy in Q2 2018 and held it in 1 quarter.
IMA Advisory Services's Suncor Energy position peaked at $6K in Q2 2018.
596 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2018.

Based on IMA Advisory Services's 13F filing for Q3 2018, filed 18 Oct 2018.