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Wealthspire Advisors (Maryland)’s Suncor Energy SU Stock Holding History

Wealthspire Advisors (Maryland)’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
-8,855
Closed -$290K – 505
2019
Q4 		$290K Buy
8,855
+195
+2% +$6.09K 0.02% 384
2019
Q3 		$273K Sell
8,660
-175
-2% -$5.26K 0.02% 370
2019
Q2 		$275K Buy
8,835
+2,528
+40% +$80.9K 0.02% 371
2019
Q1 		$205K Sell
6,307
-286
-4% -$9.31K 0.02% 430
2018
Q4 		$184K Sell
6,593
-1,118
-14% -$37.1K 0.02% 419
2018
Q3 		$298K Buy
7,711
+83
+1% +$3.36K 0.02% 360
2018
Q2 		$310K Sell
7,628
-424
-5% -$16.5K 0.03% 354
2018
Q1 		$278K Buy
8,052
+475
+6% +$16.5K 0.03% 378
2017
Q4 		$278K Buy
7,577
+732
+11% +$25.4K 0.03% 391
2017
Q3 		$240K Buy
6,845
+483
+8% +$15.4K 0.03% 416
2017
Q2 		$186K Buy
6,362
+2,138
+51% +$65.7K 0.02% 476
2017
Q1 		$130K Buy
4,224
+238
+6% +$7.5K 0.02% 508
2016
Q4 		$130K Sell
3,986
-418
-9% -$12.8K 0.02% 492
2016
Q3 		$122K Buy
4,404
+1,800
+69% +$49.2K 0.02% 513
2016
Q2 		$72K Sell
2,604
-528
-17% -$14.5K 0.01% 628
2016
Q1 		$87K Buy
3,132
+225
+8% +$5.44K 0.02% 555
2015
Q4 		$75K Buy
+2,907
New +$80.3K 0.01% 604

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

Wealthspire Advisors (Maryland)'s SU Position: Q1 2020 in Review

Wealthspire Advisors (Maryland) sold out of Suncor Energy (SU) in Q1 2020, closing a stake of 8,855 shares — an estimated $290K sold.

Wealthspire Advisors (Maryland) first reported a position in SU in Q4 2015 and held it in 17 quarters. The position peaked at $310K in Q2 2018. 475 funds tracked by Wall St. Rank hold SU as of Q1 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Suncor Energy position as of Q1 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 8,855 Suncor Energy shares in Q1 2020, an estimated $290K.
  • Wealthspire Advisors (Maryland) first reported a position in Suncor Energy in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s Suncor Energy position peaked at $310K in Q2 2018.
  • 475 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2020, filed 13 May 2020.