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Realta Investment Advisors’s Suncor Energy SU Stock Holding History

Realta 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
2019
Q4 		– Sell
-59
Closed -$2K – 1681
2019
Q3 		$2K Sell
59
-447
-88% -$13.4K ﹤0.01% 1519
2019
Q2 		$16K Buy
506
+188
+59% +$6.02K ﹤0.01% 1020
2019
Q1 		$10K Buy
+318
New +$10.4K ﹤0.01% 909

Other funds holding SU

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Realta Investment Advisors's SU Position: Q4 2019 in Review

Realta Investment Advisors sold out of Suncor Energy (SU) in Q4 2019, closing a stake of 59 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in SU in Q1 2019 and held it in 3 quarters. The position peaked at $16K in Q2 2019. 564 funds tracked by Wall St. Rank hold SU as of Q4 2019.

  • Realta Investment Advisors reported no remaining Suncor Energy position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 59 Suncor Energy shares in Q4 2019, an estimated $2K.
  • Realta Investment Advisors first reported a position in Suncor Energy in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Suncor Energy position peaked at $16K in Q2 2019.
  • 564 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.