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	–	399
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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

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 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 $245B AUM 31.4% 1-Year Est. Return

Fidelity Investments

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