RWA Wealth Partners’s Suncor Energy SU Stock Holding History

RWA Wealth Partners’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
2018 Q3	–	Sell	-186	Closed	-$8K	–	635
2018 Q2	$8K	Buy	+186	New	+$7.25K	﹤0.01%	636

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RWA Wealth Partners's SU Position: Q3 2018 in Review

RWA Wealth Partners sold out of Suncor Energy (SU) in Q3 2018, closing a stake of 186 shares — an estimated $8K sold.

RWA Wealth Partners first reported a position in SU in Q2 2018 and held it in 1 quarter. The position peaked at $8K in Q2 2018. 596 funds tracked by Wall St. Rank hold SU as of Q3 2018.

RWA Wealth Partners reported no remaining Suncor Energy position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 186 Suncor Energy shares in Q3 2018, an estimated $8K.
RWA Wealth Partners first reported a position in Suncor Energy in Q2 2018 and held it in 1 quarter.
RWA Wealth Partners's Suncor Energy position peaked at $8K in Q2 2018.
596 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.