Optimum Investment Advisors’s Suncor Energy SU Stock Holding History

Optimum 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
2020 Q2	–	Sell	-236	Closed	-$4K	–	926
2020 Q1	$4K	Hold	236	–	–	﹤0.01%	781
2019 Q4	$8K	Hold	236	–	–	﹤0.01%	807
2019 Q3	$7K	Hold	236	–	–	﹤0.01%	854
2019 Q2	$7K	Sell	236 -241	-51%	-$7.71K	﹤0.01%	826
2019 Q1	$15K	Hold	477	–	–	﹤0.01%	742
2018 Q4	$13K	Hold	477	–	–	﹤0.01%	719
2018 Q3	$18K	Hold	477	–	–	0.01%	753
2018 Q2	$19K	Buy	+477	New	+$18.6K	0.01%	744
2013 Q4	–	Sell	-1,000	Closed	-$36K	–	766
2013 Q3	$36K	Buy	+1,000	New	+$33.3K	0.01%	412

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

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

PIF

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Optimum Investment Advisors's SU Position: Q2 2020 in Review

Optimum Investment Advisors sold out of Suncor Energy (SU) in Q2 2020, closing a stake of 236 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in SU in Q3 2013 and held it in 9 quarters. The position peaked at $36K in Q3 2013. 452 funds tracked by Wall St. Rank hold SU as of Q2 2020.

Optimum Investment Advisors reported no remaining Suncor Energy position as of Q2 2020 after selling out during the quarter.
Optimum Investment Advisors sold 236 Suncor Energy shares in Q2 2020, an estimated $4K.
Optimum Investment Advisors first reported a position in Suncor Energy in Q3 2013 and held it in 9 quarters.
Optimum Investment Advisors's Suncor Energy position peaked at $36K in Q3 2013.
452 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2020.

Based on Optimum Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.