TrustCore Financial Services’s Suncor Energy SU Stock Holding History

TrustCore 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
2021 Q1	–	Sell	-600	Closed	-$10K	–	993
2020 Q4	$10K	Hold	600	–	–	﹤0.01%	686
2020 Q3	$7K	Hold	600	–	–	﹤0.01%	656
2020 Q2	$10K	Hold	600	–	–	﹤0.01%	632
2020 Q1	$9K	Hold	600	–	–	﹤0.01%	612
2019 Q4	$20K	Hold	600	–	–	﹤0.01%	523
2019 Q3	$19K	Sell	600 -600	-50%	-$18K	﹤0.01%	532
2019 Q2	$37K	Hold	1,200	–	–	0.01%	415
2019 Q1	$39K	Buy	+1,200	New	+$39.1K	0.01%	349
2018 Q4	–	Sell	-729	Closed	-$28K	–	743
2018 Q3	$28K	Sell	729 -22	-3%	-$890	0.01%	392
2018 Q2	$31K	Buy	751 +151	+25%	+$5.88K	0.01%	368
2018 Q1	$21K	Hold	600	–	–	0.01%	406
2017 Q4	$22K	Buy	+600	New	+$20.8K	0.01%	385

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TrustCore Financial Services's SU Position: Q1 2021 in Review

TrustCore Financial Services sold out of Suncor Energy (SU) in Q1 2021, closing a stake of 600 shares — an estimated $10K sold.

TrustCore Financial Services first reported a position in SU in Q4 2017 and held it in 12 quarters. The position peaked at $39K in Q1 2019. 468 funds tracked by Wall St. Rank hold SU as of Q1 2021.

TrustCore Financial Services reported no remaining Suncor Energy position as of Q1 2021 after selling out during the quarter.
TrustCore Financial Services sold 600 Suncor Energy shares in Q1 2021, an estimated $10K.
TrustCore Financial Services first reported a position in Suncor Energy in Q4 2017 and held it in 12 quarters.
TrustCore Financial Services's Suncor Energy position peaked at $39K in Q1 2019.
468 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2021.

Based on TrustCore Financial Services's 13F filing for Q1 2021, filed 30 Apr 2021.