Mountain Capital Investment Advisors’s Suncor Energy SU Stock Holding History

Mountain Capital Investment 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
2021 Q2	–	Sell	-33,291	Closed	-$686K	–	145
2021 Q1	$686K	Buy	+33,291	New	+$652K	0.34%	100
2017 Q4	–	Sell	-1,219	Closed	-$43K	–	373
2017 Q3	$43K	Hold	1,219	–	–	0.04%	129
2017 Q2	$36K	Buy	+1,219	New	+$37.5K	0.04%	156

Other funds holding SU

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

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

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

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Mountain Capital Investment Advisors's SU Position: Q2 2021 in Review

Mountain Capital Investment Advisors sold out of Suncor Energy (SU) in Q2 2021, closing a stake of 33,291 shares — an estimated $686K sold.

Mountain Capital Investment Advisors first reported a position in SU in Q2 2017 and held it in 3 quarters. The position peaked at $686K in Q1 2021. 474 funds tracked by Wall St. Rank hold SU as of Q2 2021.

Mountain Capital Investment Advisors reported no remaining Suncor Energy position as of Q2 2021 after selling out during the quarter.
Mountain Capital Investment Advisors sold 33,291 Suncor Energy shares in Q2 2021, an estimated $686K.
Mountain Capital Investment Advisors first reported a position in Suncor Energy in Q2 2017 and held it in 3 quarters.
Mountain Capital Investment Advisors's Suncor Energy position peaked at $686K in Q1 2021.
474 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2021, filed 9 Jul 2021.