Shine Investment Advisory Services’s Suncor Energy SU Stock Holding History

Shine Investment Advisory Services’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 Q3	$21K	Hold	1,692	–	–	0.01%	444
2020 Q2	$29K	Sell	1,692 -642	-28%	-$11K	0.01%	402
2020 Q1	$37K	Hold	2,334	–	–	0.02%	316
2019 Q4	$77K	Hold	2,334	–	–	0.03%	248
2019 Q3	$74K	Sell	2,334 -127	-5%	-$3.82K	0.04%	230
2019 Q2	$77K	Hold	2,461	–	–	0.04%	225
2019 Q1	$80K	Hold	2,461	–	–	0.04%	219
2018 Q4	$69K	Buy	2,461 +363	+17%	+$12.1K	0.03%	227
2018 Q3	$81K	Hold	2,098	–	–	0.04%	218
2018 Q2	$85K	Hold	2,098	–	–	0.04%	210
2018 Q1	$72K	Hold	2,098	–	–	0.04%	230
2017 Q4	$77K	Sell	2,098 -52	-2%	-$1.81K	0.04%	225
2017 Q3	$75K	Hold	2,150	–	–	0.04%	217
2017 Q2	$63K	Buy	+2,150	New	+$66.1K	0.03%	237

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

Shine Investment Advisory Services's SU Position: Q3 2020 in Review

Shine Investment Advisory Services held its Suncor Energy (SU) position steady in Q3 2020 at 1,692 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #444.

Shine Investment Advisory Services first reported a position in SU in Q2 2017 and has held it in 14 quarters since. The position peaked at $85K in Q2 2018. 421 funds tracked by Wall St. Rank hold SU as of Q3 2020.

Shine Investment Advisory Services held 1,692 shares of Suncor Energy worth $21K as of Q3 2020.
Shine Investment Advisory Services left its Suncor Energy share count unchanged in Q3 2020.
Suncor Energy made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #444 holding.
Shine Investment Advisory Services first reported a position in Suncor Energy in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Suncor Energy position peaked at $85K in Q2 2018.
421 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.