Lenox Wealth Advisors’s Suncor Energy SU Stock Holding History

Lenox Wealth 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	-68	Closed	-$2K	–	566
2019 Q1	$2K	Buy	+68	New	+$2.21K	﹤0.01%	544
2018 Q3	–	Sell	-240	Closed	-$10K	–	511
2018 Q2	$10K	Sell	240 -186	-44%	-$7.25K	﹤0.01%	362
2018 Q1	$15K	Buy	426 +20	+5%	+$697	﹤0.01%	308
2017 Q4	$15K	Buy	+406	New	+$14.1K	﹤0.01%	151
2016 Q1	–	Sell	-115	Closed	-$3K	–	398
2015 Q4	$3K	Buy	+115	New	+$3.17K	﹤0.01%	291
2013 Q4	–	Sell	-180	Closed	-$6K	–	405
2013 Q3	$6K	Sell	180 -200	-53%	-$6.65K	0.01%	151
2013 Q2	$11K	Buy	+380	New	+$11.4K	0.01%	110

Other funds holding SU

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lenox Wealth Advisors's SU Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Suncor Energy (SU) in Q2 2019, closing a stake of 68 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in SU in Q2 2013 and held it in 7 quarters. The position peaked at $15K in Q1 2018. 547 funds tracked by Wall St. Rank hold SU as of Q2 2019.

Lenox Wealth Advisors reported no remaining Suncor Energy position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 68 Suncor Energy shares in Q2 2019, an estimated $2K.
Lenox Wealth Advisors first reported a position in Suncor Energy in Q2 2013 and held it in 7 quarters.
Lenox Wealth Advisors's Suncor Energy position peaked at $15K in Q1 2018.
547 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.