Wealthcare Capital Management’s Suncor Energy SU Stock Holding History

Wealthcare Capital Management’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	-154	Closed	-$5K	–	587
2019 Q4	$5K	Buy	+154	New	+$4.81K	﹤0.01%	252
2015 Q3	–	Sell	-873	Closed	-$24K	–	370
2015 Q2	$24K	Sell	873 -1,444	-62%	-$43.6K	﹤0.01%	147
2015 Q1	$68K	Buy	+2,317	New	+$68.9K	0.01%	195

Other funds holding SU

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

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

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $37.9B AUM 7.98% 1-Year Est. Return

Wealthcare Capital Management's SU Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 154 shares — an estimated $5K sold.

Wealthcare Capital Management first reported a position in SU in Q1 2015 and held it in 3 quarters. The position peaked at $68K in Q1 2015. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

Wealthcare Capital Management reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
Wealthcare Capital Management sold 154 Suncor Energy shares in Q1 2020, an estimated $5K.
Wealthcare Capital Management first reported a position in Suncor Energy in Q1 2015 and held it in 3 quarters.
Wealthcare Capital Management's Suncor Energy position peaked at $68K in Q1 2015.
475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.