WealthStone’s Suncor Energy SU Stock Holding History

WealthStone’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 Q3	–	Sell	-110	Closed	-$3.43K	–	531
2019 Q2	$3.43K	Buy	+110	New	+$3.52K	﹤0.01%	423

Other funds holding SU

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WealthStone's SU Position: Q3 2019 in Review

WealthStone sold out of Suncor Energy (SU) in Q3 2019, closing a stake of 110 shares — an estimated $3.43K sold.

WealthStone first reported a position in SU in Q2 2019 and held it in 1 quarter. The position peaked at $3.43K in Q2 2019. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

WealthStone reported no remaining Suncor Energy position as of Q3 2019 after selling out during the quarter.
WealthStone sold 110 Suncor Energy shares in Q3 2019, an estimated $3.43K.
WealthStone first reported a position in Suncor Energy in Q2 2019 and held it in 1 quarter.
WealthStone's Suncor Energy position peaked at $3.43K in Q2 2019.
539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.