Washington Trust Bank’s Suncor Energy SU Stock Holding History

Washington Trust Bank’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 Q2	–	Sell	-604	Closed	-$20K	–	500
2019 Q1	$20K	Sell	604 -60	-9%	-$1.95K	﹤0.01%	442
2018 Q4	$19K	Hold	664	–	–	﹤0.01%	436
2018 Q3	$26K	Sell	664 -141	-18%	-$5.71K	﹤0.01%	458
2018 Q2	$33K	Sell	805 -141	-15%	-$5.49K	﹤0.01%	430
2018 Q1	$33K	Sell	946 -800	-46%	-$27.9K	﹤0.01%	454
2017 Q4	$64K	Sell	1,746 -1,525	-47%	-$53K	0.01%	385
2017 Q3	$114K	Buy	3,271 +1,302	+66%	+$41.6K	0.02%	292
2017 Q2	$57K	Buy	1,969 +9	+0.5%	+$277	0.01%	359
2017 Q1	$60K	Hold	1,960	–	–	0.01%	370
2016 Q4	$64K	Hold	1,960	–	–	0.01%	347
2016 Q3	$54K	Hold	1,960	–	–	0.01%	362
2016 Q2	$54K	Hold	1,960	–	–	0.01%	360
2016 Q1	$55K	Buy	1,960 +200	+11%	+$4.84K	0.01%	357
2015 Q4	$45K	Sell	1,760 -2,970	-63%	-$82K	0.01%	403
2015 Q3	$126K	Hold	4,730	–	–	0.03%	254
2015 Q2	$130K	Hold	4,730	–	–	0.03%	258
2015 Q1	$138K	Buy	4,730 +200	+4%	+$5.95K	0.03%	261
2014 Q4	$144K	Buy	4,530 +200	+5%	+$6.62K	0.04%	276
2014 Q3	$157K	Hold	4,330	–	–	0.05%	260
2014 Q2	$185K	Hold	4,330	–	–	0.04%	248
2014 Q1	$151K	Buy	+4,330	New	+$144K	0.03%	283

Other funds holding SU

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Washington Trust Bank's SU Position: Q2 2019 in Review

Washington Trust Bank sold out of Suncor Energy (SU) in Q2 2019, closing a stake of 604 shares — an estimated $20K sold.

Washington Trust Bank first reported a position in SU in Q1 2014 and held it in 21 quarters. The position peaked at $185K in Q2 2014. 547 funds tracked by Wall St. Rank hold SU as of Q2 2019.

Washington Trust Bank reported no remaining Suncor Energy position as of Q2 2019 after selling out during the quarter.
Washington Trust Bank sold 604 Suncor Energy shares in Q2 2019, an estimated $20K.
Washington Trust Bank first reported a position in Suncor Energy in Q1 2014 and held it in 21 quarters.
Washington Trust Bank's Suncor Energy position peaked at $185K in Q2 2014.
547 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.