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Ladenburg Thalmann Financial Services’s Suncor Energy SU Stock Holding History

Ladenburg Thalmann 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
Q4 		$1.56M Sell
47,753
-1,553
-3% -$48.5K 0.01% 1008
2019
Q3 		$1.55M Buy
49,306
+4,422
+10% +$133K 0.01% 947
2019
Q2 		$1.4M Buy
44,884
+2,544
+6% +$81.4K 0.01% 994
2019
Q1 		$1.38M Buy
42,340
+4,890
+13% +$159K 0.01% 974
2018
Q4 		$1.05M Buy
37,450
+4,027
+12% +$134K 0.01% 1025
2018
Q3 		$1.29M Buy
33,423
+3,160
+10% +$128K 0.01% 959
2018
Q2 		$1.04M Hold
30,263
– – 0.01% 1044
2018
Q1 		$1.04M Buy
30,263
+2,317
+8% +$80.7K 0.01% 1044
2017
Q4 		$1.03M Sell
27,946
-12,414
-31% -$431K 0.01% 1062
2017
Q3 		$1.41M Buy
40,360
+18,912
+88% +$604K 0.02% 800
2017
Q2 		$625K Sell
21,448
-2,539
-11% -$78.1K 0.01% 1244
2017
Q1 		$738K Buy
23,987
+2,685
+13% +$84.6K 0.01% 1069
2016
Q4 		$694K Buy
21,302
+1,743
+9% +$53.4K 0.01% 1061
2016
Q3 		$543K Buy
19,559
+446
+2% +$12.2K 0.01% 1146
2016
Q2 		$530K Sell
19,113
-5,679
-23% -$156K 0.01% 1100
2016
Q1 		$689K Buy
24,792
+552
+2% +$13.4K 0.01% 863
2015
Q4 		$625K Sell
24,240
-1,348
-5% -$37.2K 0.01% 907
2015
Q3 		$683K Buy
25,588
+954
+4% +$25.6K 0.01% 817
2015
Q2 		$678K Buy
24,634
+563
+2% +$17K 0.01% 912
2015
Q1 		$705K Buy
24,071
+4,807
+25% +$143K 0.01% 861
2014
Q4 		$612K Buy
19,264
+10,867
+129% +$360K 0.01% 817
2014
Q3 		$304K Sell
8,397
-2,396
-22% -$96.2K 0.01% 1005
2014
Q2 		$460K Sell
10,793
-160
-1% -$6.23K 0.01% 810
2014
Q1 		$383K Sell
10,953
-2,184
-17% -$72.7K 0.01% 837
2013
Q4 		$460K Buy
13,137
+1,583
+14% +$55.7K 0.01% 718
2013
Q3 		$413K Sell
11,554
-2,161
-16% -$71.9K 0.01% 729
2013
Q2 		$404K Buy
+13,715
New +$413K 0.01% 710

Other funds holding SU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Suncor Energy (SU) stake by 3.1% in Q4 2019, selling an estimated $48.5K and leaving 47,753 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #1008.

Ladenburg Thalmann Financial Services first reported a position in SU in Q2 2013 and has held it in 27 quarters since. 564 funds tracked by Wall St. Rank hold SU as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 47,753 shares of Suncor Energy worth $1.56M as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 1,553 Suncor Energy shares in Q4 2019, an estimated $48.5K.
  • Suncor Energy made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #1008 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Suncor Energy in Q2 2013 and has held it in 27 quarters since.
  • 564 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.