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 Boston, Massachusetts $580B AUM 38.23% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

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

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

WealthTrust-Arizona's SU Position: Q4 2018 in Review

WealthTrust-Arizona held its Suncor Energy (SU) position steady in Q4 2018 at 249 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

WealthTrust-Arizona first reported a position in SU in Q2 2013 and has held it in 21 quarters since. The position peaked at $10K in Q3 2018. 557 funds tracked by Wall St. Rank hold SU as of Q4 2018.

WealthTrust-Arizona held 249 shares of Suncor Energy worth $7K as of Q4 2018.
WealthTrust-Arizona left its Suncor Energy share count unchanged in Q4 2018.
Suncor Energy made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #434 holding.
WealthTrust-Arizona first reported a position in Suncor Energy in Q2 2013 and has held it in 21 quarters since.
WealthTrust-Arizona's Suncor Energy position peaked at $10K in Q3 2018.
557 funds tracked by Wall St. Rank held Suncor Energy as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.