Mariner Wealth Advisors (Cincinnati)’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,291
| Closed | -$203K | – | 255 |
|
|
2016
Q3 | $203K | Sell |
7,291
-525
| -7% | -$14.6K | 0.02% | 244 |
|
|
2016
Q2 | $217K | Sell |
7,816
-5,658
| -42% | -$157K | 0.02% | 235 |
|
|
2016
Q1 | $375K | Sell |
13,474
-1,385
| -9% | -$38.5K | 0.04% | 176 |
|
|
2015
Q4 | $383K | Buy |
+14,859
| New | +$383K | 0.04% | 169 |
|
|
2015
Q1 | $647K | Sell |
22,126
-1,479
| -6% | -$43.2K | 0.09% | 96 |
|
|
2014
Q4 | $750K | Buy |
23,605
+1,836
| +8% | +$58.3K | 0.11% | 87 |
|
|
2014
Q3 | $787K | Sell |
21,769
-510
| -2% | -$18.4K | 0.13% | 74 |
|
|
2014
Q2 | $950K | Buy |
22,279
+343
| +2% | +$14.6K | 0.15% | 68 |
|
|
2014
Q1 | $767K | Buy |
21,936
+1,886
| +9% | +$65.9K | 0.12% | 73 |
|
|
2013
Q4 | $703K | Buy |
20,050
+169
| +0.9% | +$5.93K | 0.12% | 79 |
|
|
2013
Q3 | $711K | Sell |
19,881
-6,099
| -23% | -$218K | 0.13% | 72 |
|
|
2013
Q2 | $766K | Buy |
+25,980
| New | +$766K | 0.15% | 70 |
|