RBA Wealth Management’s Suncor Energy SU Stock Holding History

RBA 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
2020 Q2	–	Sell	-41,370	Closed	-$654K	–	101
2020 Q1	$654K	Sell	41,370 -7,059	-15%	-$185K	0.57%	56
2019 Q4	$1.58M	Sell	48,429 -4,938	-9%	-$154K	1.08%	42
2019 Q3	$1.69M	Sell	53,367 -8,611	-14%	-$259K	1.29%	41
2019 Q2	$1.93M	Buy	61,978 +219	+0.4%	+$7.01K	1.49%	38
2019 Q1	$2.04M	Buy	+61,759	New	+$2.01M	1.59%	37

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

RBA Wealth Management's SU Position: Q2 2020 in Review

RBA Wealth Management sold out of Suncor Energy (SU) in Q2 2020, closing a stake of 41,370 shares — an estimated $654K sold.

RBA Wealth Management first reported a position in SU in Q1 2019 and held it in 5 quarters. The position peaked at $2.04M in Q1 2019. 452 funds tracked by Wall St. Rank hold SU as of Q2 2020.

RBA Wealth Management reported no remaining Suncor Energy position as of Q2 2020 after selling out during the quarter.
RBA Wealth Management sold 41,370 Suncor Energy shares in Q2 2020, an estimated $654K.
RBA Wealth Management first reported a position in Suncor Energy in Q1 2019 and held it in 5 quarters.
RBA Wealth Management's Suncor Energy position peaked at $2.04M in Q1 2019.
452 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2020.

Based on RBA Wealth Management's 13F filing for Q2 2020, filed 29 Sep 2020.