TRUE Private Wealth Advisors’s Suncor Energy SU Stock Holding History

TRUE Private Wealth 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	-6,395	Closed	-$209K	–	826
2019 Q4	$209K	Sell	6,395 -3,400	-35%	-$106K	0.03%	213
2019 Q3	$309K	Hold	9,795	–	–	0.05%	157
2019 Q2	$305K	Sell	9,795 -207	-2%	-$6.62K	0.05%	156
2019 Q1	$324K	Buy	10,002 +2,086	+26%	+$67.9K	0.06%	143
2018 Q4	$221K	Sell	7,916 -3,237	-29%	-$108K	0.04%	213
2018 Q3	$432K	Sell	11,153 -105	-0.9%	-$4.25K	0.06%	181
2018 Q2	$457K	Buy	11,258 +1,019	+10%	+$39.7K	0.07%	172
2018 Q1	$353K	Hold	10,239	–	–	0.06%	168
2017 Q4	$375K	Buy	10,239 +299	+3%	+$10.4K	0.07%	161
2017 Q3	$348K	Buy	9,940 +25	+0.3%	+$798	0.08%	109
2017 Q2	$289K	Sell	9,915 -30	-0.3%	-$922	0.07%	117
2017 Q1	$308K	Buy	+9,945	New	+$313K	0.07%	107

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

TRUE Private Wealth Advisors's SU Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 6,395 shares — an estimated $209K sold.

TRUE Private Wealth Advisors first reported a position in SU in Q1 2017 and held it in 12 quarters. The position peaked at $457K in Q2 2018. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

TRUE Private Wealth Advisors reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 6,395 Suncor Energy shares in Q1 2020, an estimated $209K.
TRUE Private Wealth Advisors first reported a position in Suncor Energy in Q1 2017 and held it in 12 quarters.
TRUE Private Wealth Advisors's Suncor Energy position peaked at $457K in Q2 2018.
475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.