Omnia Family Wealth’s Suncor Energy SU Stock Holding History

Omnia 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	-27	Closed	-$1K	–	465
2019 Q1	$1K	Buy	+27	New	+$879	﹤0.01%	563
2018 Q2	–	Sell	-262	Closed	-$9K	–	612
2018 Q1	$9K	Sell	262 -626	-70%	-$21.8K	﹤0.01%	274
2017 Q4	$33K	Buy	888 +626	+239%	+$21.7K	0.02%	187
2017 Q3	$9K	Hold	262	–	–	﹤0.01%	285
2017 Q2	$8K	Buy	+262	New	+$8.06K	﹤0.01%	324

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

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

Omnia Family Wealth sold out of Suncor Energy (SU) in Q2 2019, closing a stake of 27 shares — an estimated $1K sold.

Omnia Family Wealth first reported a position in SU in Q2 2017 and held it in 5 quarters. The position peaked at $33K in Q4 2017. 547 funds tracked by Wall St. Rank hold SU as of Q2 2019.

Omnia Family Wealth reported no remaining Suncor Energy position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 27 Suncor Energy shares in Q2 2019, an estimated $1K.
Omnia Family Wealth first reported a position in Suncor Energy in Q2 2017 and held it in 5 quarters.
Omnia Family Wealth's Suncor Energy position peaked at $33K in Q4 2017.
547 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.