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Tobias Financial Advisors’s Suncor Energy SU Stock Holding History

Tobias Financial Advisors’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
-1,200
Closed -$39K – 247
2019
Q4 		$39K Buy
+1,200
New +$37.5K 0.03% 104

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Vanguard Group
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Dodge & Cox
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Capital International Investors
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

Tobias Financial Advisors's SU Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 1,200 shares — an estimated $39K sold.

Tobias Financial Advisors first reported a position in SU in Q4 2019 and held it in 1 quarter. The position peaked at $39K in Q4 2019. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 1,200 Suncor Energy shares in Q1 2020, an estimated $39K.
  • Tobias Financial Advisors first reported a position in Suncor Energy in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Suncor Energy position peaked at $39K in Q4 2019.
  • 475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.