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Squar Milner Financial Services’s Suncor Energy SU Stock Holding History

Squar Milner Financial 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
2019
Q3 		– Sell
-148
Closed -$5K – 651
2019
Q2 		$5K Sell
148
-152
-51% -$4.86K ﹤0.01% 602
2019
Q1 		$9K Buy
+300
New +$9.77K 0.01% 548

Other funds holding SU

Wellington Management Group
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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

Squar Milner Financial Services's SU Position: Q3 2019 in Review

Squar Milner Financial Services sold out of Suncor Energy (SU) in Q3 2019, closing a stake of 148 shares — an estimated $5K sold.

Squar Milner Financial Services first reported a position in SU in Q1 2019 and held it in 2 quarters. The position peaked at $9K in Q1 2019. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

  • Squar Milner Financial Services reported no remaining Suncor Energy position as of Q3 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 148 Suncor Energy shares in Q3 2019, an estimated $5K.
  • Squar Milner Financial Services first reported a position in Suncor Energy in Q1 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's Suncor Energy position peaked at $9K in Q1 2019.
  • 539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on Squar Milner Financial Services's 13F filing for Q3 2019, filed 22 Oct 2019.