Northwest Wealth Management’s Suncor Energy SU Stock Holding History

Northwest 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
2019 Q2	–	Sell	-779	Closed	-$25K	–	422
2019 Q1	$25K	Hold	779	–	–	0.02%	281
2018 Q4	$22K	Hold	779	–	–	0.02%	274
2018 Q3	$30K	Hold	779	–	–	0.02%	260
2018 Q2	$32K	Hold	779	–	–	0.02%	259
2018 Q1	$27K	Buy	+779	New	+$27.1K	0.02%	283

Other funds holding SU

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

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

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

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

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

Northwest Wealth Management's SU Position: Q2 2019 in Review

Northwest Wealth Management sold out of Suncor Energy (SU) in Q2 2019, closing a stake of 779 shares — an estimated $25K sold.

Northwest Wealth Management first reported a position in SU in Q1 2018 and held it in 5 quarters. The position peaked at $32K in Q2 2018. 547 funds tracked by Wall St. Rank hold SU as of Q2 2019.

Northwest Wealth Management reported no remaining Suncor Energy position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 779 Suncor Energy shares in Q2 2019, an estimated $25K.
Northwest Wealth Management first reported a position in Suncor Energy in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Suncor Energy position peaked at $32K in Q2 2018.
547 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.