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WealthSource Partners’s Suncor Energy SU Stock Holding History

WealthSource Partners’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
Q4 		– Sell
-12,168
Closed -$384K – 455
2019
Q3 		$384K Buy
12,168
+671
+6% +$20.2K 0.06% 283
2019
Q2 		$358K Buy
+11,497
New +$368K 0.06% 297

Other funds holding SU

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Royal Bank of Canada
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

WealthSource Partners's SU Position: Q4 2019 in Review

WealthSource Partners sold out of Suncor Energy (SU) in Q4 2019, closing a stake of 12,168 shares — an estimated $384K sold.

WealthSource Partners first reported a position in SU in Q2 2019 and held it in 2 quarters. The position peaked at $384K in Q3 2019. 564 funds tracked by Wall St. Rank hold SU as of Q4 2019.

  • WealthSource Partners reported no remaining Suncor Energy position as of Q4 2019 after selling out during the quarter.
  • WealthSource Partners sold 12,168 Suncor Energy shares in Q4 2019, an estimated $384K.
  • WealthSource Partners first reported a position in Suncor Energy in Q2 2019 and held it in 2 quarters.
  • WealthSource Partners's Suncor Energy position peaked at $384K in Q3 2019.
  • 564 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2019.

Based on WealthSource Partners's 13F filing for Q4 2019, filed 12 Feb 2020.