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Mosaic Family Wealth’s Suncor Energy SU Stock Holding History

Mosaic Family Wealth’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
-983
Closed -$32K – 547
2019
Q1 		$32K Buy
983
+37
+4% +$1.21K 0.01% 371
2018
Q4 		$26K Hold
946
– – 0.01% 392
2018
Q3 		$31K Hold
946
– – 0.01% 376
2018
Q2 		$38K Sell
946
-512
-35% -$19.9K 0.01% 350
2018
Q1 		$50K Hold
1,458
– – 0.02% 312
2017
Q4 		$54K Buy
+1,458
New +$50.6K 0.02% 312
2016
Q3 		– Sell
-238
Closed -$7K – 779
2016
Q2 		$7K Hold
238
– – ﹤0.01% 570
2016
Q1 		$6K Hold
238
– – ﹤0.01% 585
2015
Q4 		$6K Buy
+238
New +$6.57K ﹤0.01% 577

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 $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dodge & Cox
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 $269B AUM 31.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mosaic Family Wealth's SU Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Suncor Energy (SU) in Q2 2019, closing a stake of 983 shares — an estimated $32K sold.

Mosaic Family Wealth first reported a position in SU in Q4 2015 and held it in 9 quarters. The position peaked at $54K in Q4 2017. 547 funds tracked by Wall St. Rank hold SU as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Suncor Energy position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 983 Suncor Energy shares in Q2 2019, an estimated $32K.
  • Mosaic Family Wealth first reported a position in Suncor Energy in Q4 2015 and held it in 9 quarters.
  • Mosaic Family Wealth's Suncor Energy position peaked at $54K in Q4 2017.
  • 547 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.