WFG Advisors’s Suncor Energy SU Stock Holding History

WFG Advisors’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
2017 Q2	$52K	Hold	1,788	–	–	0.01%	693
2017 Q1	$55K	Hold	1,788	–	–	0.01%	638
2016 Q4	$58K	Hold	1,788	–	–	0.01%	686
2016 Q3	$50K	Sell	1,788 -106	-6%	-$2.9K	0.01%	709
2016 Q2	$53K	Hold	1,894	–	–	0.01%	675
2016 Q1	$53K	Hold	1,894	–	–	0.02%	651
2015 Q4	$49K	Sell	1,894 -1	-0.1%	-$28	0.01%	666
2015 Q3	$51K	Buy	1,895 +1	+0.1%	+$27	0.02%	634
2015 Q2	$52K	Buy	1,894 +1	+0.1%	+$30	0.01%	714
2015 Q1	$55K	Hold	1,893	–	–	0.02%	701
2014 Q4	$60K	Buy	1,893 +1	+0.1%	+$33	0.01%	814
2014 Q3	$68K	Hold	1,892	–	–	0.01%	809
2014 Q2	$81K	Buy	1,892 +1	+0.1%	+$39	0.02%	728
2014 Q1	$66K	Sell	1,891 -1,238	-40%	-$41.2K	0.01%	792
2013 Q4	$110K	Sell	3,129 -5,011	-62%	-$176K	0.02%	708
2013 Q3	$300K	Sell	8,140 -1,227	-13%	-$40.8K	0.05%	393
2013 Q2	$276K	Buy	+9,367	New	+$282K	0.05%	385

Other funds holding SU

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

WFG Advisors's SU Position: Q2 2017 in Review

WFG Advisors held its Suncor Energy (SU) position steady in Q2 2017 at 1,788 shares worth $52K. The position accounts for 0.01% of the portfolio, ranked #693.

WFG Advisors first reported a position in SU in Q2 2013 and has held it in 17 quarters since. The position peaked at $300K in Q3 2013. 495 funds tracked by Wall St. Rank hold SU as of Q2 2017.

WFG Advisors held 1,788 shares of Suncor Energy worth $52K as of Q2 2017.
WFG Advisors left its Suncor Energy share count unchanged in Q2 2017.
Suncor Energy made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #693 holding.
WFG Advisors first reported a position in Suncor Energy in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Suncor Energy position peaked at $300K in Q3 2013.
495 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.