YorkBridge Wealth Partners’s Suncor Energy SU Stock Holding History

YorkBridge Wealth Partners’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	-1,892	Closed	-$59K	–	581
2019 Q2	$59K	Sell	1,892 -193	-9%	-$6.18K	0.03%	353
2019 Q1	$68K	Sell	2,085 -1,970	-49%	-$64.2K	0.03%	334
2018 Q4	$113K	Sell	4,055 -526	-11%	-$17.5K	0.06%	229
2018 Q3	$182K	Sell	4,581 -1,416	-24%	-$57.3K	0.08%	179
2018 Q2	$244K	Buy	5,997 +132	+2%	+$5.14K	0.11%	157
2018 Q1	$220K	Buy	5,865 +1,482	+34%	+$51.6K	0.1%	167
2017 Q4	$148K	Sell	4,383 -149	-3%	-$5.18K	0.07%	218
2017 Q3	$159K	Buy	4,532 +596	+15%	+$19K	0.08%	204
2017 Q2	$118K	Sell	3,936 -125	-3%	-$3.84K	0.06%	238
2017 Q1	$128K	Buy	4,061 +42	+1%	+$1.32K	0.07%	215
2016 Q4	$125K	Buy	+4,019	New	+$123K	0.07%	204

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

YorkBridge Wealth Partners's SU Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Suncor Energy (SU) in Q3 2019, closing a stake of 1,892 shares — an estimated $59K sold.

YorkBridge Wealth Partners first reported a position in SU in Q4 2016 and held it in 11 quarters. The position peaked at $244K in Q2 2018. 539 funds tracked by Wall St. Rank hold SU as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Suncor Energy position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,892 Suncor Energy shares in Q3 2019, an estimated $59K.
YorkBridge Wealth Partners first reported a position in Suncor Energy in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Suncor Energy position peaked at $244K in Q2 2018.
539 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.