Legacy Advisors’s Suncor Energy SU Stock Holding History

Legacy 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
2018 Q2	–	Sell	-33	Closed	-$1K	–	454
2018 Q1	$1K	Buy	+33	New	+$1.15K	﹤0.01%	372

Other funds holding SU

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

Legacy Advisors's SU Position: Q2 2018 in Review

Legacy Advisors sold out of Suncor Energy (SU) in Q2 2018, closing a stake of 33 shares — an estimated $1K sold.

Legacy Advisors first reported a position in SU in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 570 funds tracked by Wall St. Rank hold SU as of Q2 2018.

Legacy Advisors reported no remaining Suncor Energy position as of Q2 2018 after selling out during the quarter.
Legacy Advisors sold 33 Suncor Energy shares in Q2 2018, an estimated $1K.
Legacy Advisors first reported a position in Suncor Energy in Q1 2018 and held it in 1 quarter.
Legacy Advisors's Suncor Energy position peaked at $1K in Q1 2018.
570 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2018.

Based on Legacy Advisors's 13F filing for Q2 2018, filed 19 Jul 2018.