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TrueWealth LLC’s Suncor Energy SU Stock Holding History

TrueWealth LLC’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
-185
Closed -$6K – 790
2019
Q4 		$6K Hold
185
– – ﹤0.01% 552
2019
Q3 		$6K Hold
185
– – ﹤0.01% 546
2019
Q2 		$6K Hold
185
– – ﹤0.01% 547
2019
Q1 		$6K Hold
185
– – ﹤0.01% 551
2018
Q4 		$5K Sell
185
-213
-54% -$7.08K ﹤0.01% 560
2018
Q3 		$15K Hold
398
– – 0.01% 423
2018
Q2 		$16K Buy
398
+240
+152% +$9.35K 0.01% 417
2018
Q1 		$5K Sell
158
-134
-46% -$4.67K ﹤0.01% 592
2017
Q4 		$11K Buy
+292
New +$10.1K 0.01% 491

Other funds holding SU

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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

TrueWealth LLC's SU Position: Q1 2020 in Review

TrueWealth LLC sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 185 shares — an estimated $6K sold.

TrueWealth LLC first reported a position in SU in Q4 2017 and held it in 9 quarters. The position peaked at $16K in Q2 2018. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

  • TrueWealth LLC reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
  • TrueWealth LLC sold 185 Suncor Energy shares in Q1 2020, an estimated $6K.
  • TrueWealth LLC first reported a position in Suncor Energy in Q4 2017 and held it in 9 quarters.
  • TrueWealth LLC's Suncor Energy position peaked at $16K in Q2 2018.
  • 475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on TrueWealth LLC's 13F filing for Q1 2020, filed 13 Apr 2020.