WealthTrust-Arizona’s Suncor Energy SU Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$7K	Hold	249	–	–	﹤0.01%	434
2018 Q3	$10K	Hold	249	–	–	﹤0.01%	409
2018 Q2	$10K	Hold	249	–	–	0.01%	397
2018 Q1	$9K	Hold	249	–	–	﹤0.01%	421
2017 Q4	$9K	Hold	249	–	–	﹤0.01%	421
2017 Q3	$9K	Hold	249	–	–	﹤0.01%	425
2017 Q2	$7K	Hold	249	–	–	﹤0.01%	449
2017 Q1	$8K	Hold	249	–	–	﹤0.01%	423
2016 Q4	$8K	Hold	249	–	–	﹤0.01%	422
2016 Q3	$7K	Hold	249	–	–	﹤0.01%	435
2016 Q2	$7K	Sell	249 -55	-18%	-$1.51K	﹤0.01%	419
2016 Q1	$8K	Sell	304 -62	-17%	-$1.5K	0.01%	390
2015 Q4	$9K	Buy	366 +146	+66%	+$4.03K	0.01%	394
2015 Q3	$6K	Buy	220 +5	+2%	+$134	﹤0.01%	452
2015 Q2	$6K	Sell	215 -31	-13%	-$937	﹤0.01%	478
2015 Q1	$7K	Hold	246	–	–	﹤0.01%	473
2014 Q4	$8K	Buy	+246	New	+$8.14K	0.01%	431
2014 Q2	–	Sell	-19	Closed	-$1K	–	703
2014 Q1	$1K	Hold	19	–	–	﹤0.01%	655
2013 Q4	$1K	Hold	19	–	–	﹤0.01%	624
2013 Q3	$1K	Hold	19	–	–	﹤0.01%	622
2013 Q2	$1K	Buy	+19	New	+$572	﹤0.01%	604

Other funds holding SU

Wellington Management Group

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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