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Kelly Financial Services’s Suncor Energy SU Stock Holding History

Kelly Financial 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
2019
Q2 		– Sell
-205
Closed -$6.66K – 515
2019
Q1 		$6.66K Buy
+205
New +$6.68K 0.01% 265

Other funds holding SU

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kelly Financial Services's SU Position: Q2 2019 in Review

Kelly Financial Services sold out of Suncor Energy (SU) in Q2 2019, closing a stake of 205 shares — an estimated $6.66K sold.

Kelly Financial Services first reported a position in SU in Q1 2019 and held it in 1 quarter. The position peaked at $6.66K in Q1 2019. 547 funds tracked by Wall St. Rank hold SU as of Q2 2019.

  • Kelly Financial Services reported no remaining Suncor Energy position as of Q2 2019 after selling out during the quarter.
  • Kelly Financial Services sold 205 Suncor Energy shares in Q2 2019, an estimated $6.66K.
  • Kelly Financial Services first reported a position in Suncor Energy in Q1 2019 and held it in 1 quarter.
  • Kelly Financial Services's Suncor Energy position peaked at $6.66K in Q1 2019.
  • 547 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2019.

Based on Kelly Financial Services's 13F filing for Q2 2019, filed 17 Jul 2024.