Mid Atlantic Financial Management’s Suncor Energy SU Stock Holding History

Mid Atlantic Financial 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 Q1	–	Sell	-8,538	Closed	-$280K	–	767
2019 Q4	$280K	Sell	8,538 -249	-3%	-$7.77K	0.03%	546
2019 Q3	$277K	Sell	8,787 -637	-7%	-$19.2K	0.03%	532
2019 Q2	$294K	Sell	9,424 -239	-2%	-$7.65K	0.03%	527
2019 Q1	$313K	Sell	9,663 -1,920	-17%	-$62.5K	0.03%	497
2018 Q4	$324K	Buy	+11,583	New	+$385K	0.04%	453

Other funds holding SU

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Mid Atlantic Financial Management's SU Position: Q1 2020 in Review

Mid Atlantic Financial Management sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 8,538 shares — an estimated $280K sold.

Mid Atlantic Financial Management first reported a position in SU in Q4 2018 and held it in 5 quarters. The position peaked at $324K in Q4 2018. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

Mid Atlantic Financial Management reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
Mid Atlantic Financial Management sold 8,538 Suncor Energy shares in Q1 2020, an estimated $280K.
Mid Atlantic Financial Management first reported a position in Suncor Energy in Q4 2018 and held it in 5 quarters.
Mid Atlantic Financial Management's Suncor Energy position peaked at $324K in Q4 2018.
475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q1 2020, filed 11 May 2020.