Sigma Planning Corp’s Suncor Energy SU Stock Holding History

Sigma Planning Corp’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 Q1	–	Sell	-14,360	Closed	-$471K	–	1092
2019 Q4	$471K	Buy	14,360 +730	+5%	+$22.8K	0.02%	619
2019 Q3	$430K	Buy	+13,630	New	+$410K	0.02%	632
2016 Q2	–	Sell	-7,858	Closed	-$219K	–	763
2016 Q1	$219K	Buy	+7,858	New	+$190K	0.03%	571

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

Sigma Planning Corp's SU Position: Q1 2020 in Review

Sigma Planning Corp sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 14,360 shares — an estimated $471K sold.

Sigma Planning Corp first reported a position in SU in Q1 2016 and held it in 3 quarters. The position peaked at $471K in Q4 2019. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

Sigma Planning Corp reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
Sigma Planning Corp sold 14,360 Suncor Energy shares in Q1 2020, an estimated $471K.
Sigma Planning Corp first reported a position in Suncor Energy in Q1 2016 and held it in 3 quarters.
Sigma Planning Corp's Suncor Energy position peaked at $471K in Q4 2019.
475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Sigma Planning Corp's 13F filing for Q1 2020, filed 1 May 2020.