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MBE Wealth Management’s Suncor Energy SU Stock Holding History

MBE Wealth Management’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
2020
Q2 		– Sell
-250
Closed -$3K – 449
2020
Q1 		$3K Buy
+250
New +$6.55K ﹤0.01% 430

Other funds holding SU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

MBE Wealth Management's SU Position: Q2 2020 in Review

MBE Wealth Management sold out of Suncor Energy (SU) in Q2 2020, closing a stake of 250 shares — an estimated $3K sold.

MBE Wealth Management first reported a position in SU in Q1 2020 and held it in 1 quarter. The position peaked at $3K in Q1 2020. 452 funds tracked by Wall St. Rank hold SU as of Q2 2020.

  • MBE Wealth Management reported no remaining Suncor Energy position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 250 Suncor Energy shares in Q2 2020, an estimated $3K.
  • MBE Wealth Management first reported a position in Suncor Energy in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Suncor Energy position peaked at $3K in Q1 2020.
  • 452 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.