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Legacy Financial Advisors’s Suncor Energy SU Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-2,943
Closed -$95K – 793
2019
Q1 		$95K Buy
2,943
+88
+3% +$2.87K 0.03% 173
2018
Q4 		$80K Buy
2,855
+2,216
+347% +$73.6K 0.03% 168
2018
Q3 		$24K Buy
639
+135
+27% +$5.46K 0.01% 349
2018
Q2 		$21K Sell
504
-26
-5% -$1.01K 0.01% 371
2018
Q1 		$19K Sell
530
-43
-8% -$1.5K 0.01% 375
2017
Q4 		$21K Buy
+573
New +$19.9K 0.01% 359

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

Legacy Financial Advisors's SU Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Suncor Energy (SU) in Q2 2019, closing a stake of 2,943 shares — an estimated $95K sold.

Legacy Financial Advisors first reported a position in SU in Q4 2017 and held it in 6 quarters. The position peaked at $95K in Q1 2019. 547 funds tracked by Wall St. Rank hold SU as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Suncor Energy position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 2,943 Suncor Energy shares in Q2 2019, an estimated $95K.
  • Legacy Financial Advisors first reported a position in Suncor Energy in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Suncor Energy position peaked at $95K in Q1 2019.
  • 547 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.