LWANC
SU icon

Laurel Wealth Advisors (North Carolina)’s Suncor Energy SU Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-168
Closed -$5K – 502
2018
Q4 		$5K Buy
+168
New +$5.58K ﹤0.01% 407

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
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SU Position: Q1 2019 in Review

Laurel Wealth Advisors (North Carolina) sold out of Suncor Energy (SU) in Q1 2019, closing a stake of 168 shares — an estimated $5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SU in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 571 funds tracked by Wall St. Rank hold SU as of Q1 2019.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Suncor Energy position as of Q1 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 168 Suncor Energy shares in Q1 2019, an estimated $5K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Suncor Energy in Q4 2018 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s Suncor Energy position peaked at $5K in Q4 2018.
  • 571 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2019.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2019, filed 9 May 2019.