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J.W. Coons Advisors’s Suncor Energy SU Stock Holding History

J.W. Coons 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
2020
Q3 		– Sell
-21,900
Closed -$368K – 203
2020
Q2 		$368K Sell
21,900
-400
-2% -$6.84K 0.16% 140
2020
Q1 		$352K Buy
+22,300
New +$585K 0.18% 134

Other funds holding SU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

J.W. Coons Advisors's SU Position: Q3 2020 in Review

J.W. Coons Advisors sold out of Suncor Energy (SU) in Q3 2020, closing a stake of 21,900 shares — an estimated $368K sold.

J.W. Coons Advisors first reported a position in SU in Q1 2020 and held it in 2 quarters. The position peaked at $368K in Q2 2020. 421 funds tracked by Wall St. Rank hold SU as of Q3 2020.

  • J.W. Coons Advisors reported no remaining Suncor Energy position as of Q3 2020 after selling out during the quarter.
  • J.W. Coons Advisors sold 21,900 Suncor Energy shares in Q3 2020, an estimated $368K.
  • J.W. Coons Advisors first reported a position in Suncor Energy in Q1 2020 and held it in 2 quarters.
  • J.W. Coons Advisors's Suncor Energy position peaked at $368K in Q2 2020.
  • 421 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2020.

Based on J.W. Coons Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.