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Ruggie Capital Group’s Suncor Energy SU Stock Holding History

Ruggie Capital Group’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
Q3 		– Sell
-117
Closed -$4K – 259
2019
Q2 		$4K Buy
+117
New +$3.74K 0.01% 183
2019
Q1 		– Sell
-302
Closed -$8K – 421
2018
Q4 		$8K Buy
+302
New +$10K ﹤0.01% 329

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ruggie Capital Group's SU Position: Q3 2019 in Review

Ruggie Capital Group sold out of Suncor Energy (SU) in Q3 2019, closing a stake of 117 shares — an estimated $4K sold.

Ruggie Capital Group first reported a position in SU in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q4 2018. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

  • Ruggie Capital Group reported no remaining Suncor Energy position as of Q3 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 117 Suncor Energy shares in Q3 2019, an estimated $4K.
  • Ruggie Capital Group first reported a position in Suncor Energy in Q4 2018 and held it in 2 quarters.
  • Ruggie Capital Group's Suncor Energy position peaked at $8K in Q4 2018.
  • 539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on Ruggie Capital Group's 13F filing for Q3 2019, filed 6 Nov 2019.