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Acuity Investment Management’s Imperial Oil IMO Stock Holding History

Acuity Investment Management’s Portfolio IMO Stock Details IMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		$144K Sell
3,610
-300
-8% -$11.7K 0.2% 108
2014
Q4 		$168K Sell
3,910
-1,538
-28% -$70K 0.13% 114
2014
Q3 		$257K Sell
5,448
-300
-5% -$15.4K 0.2% 92
2014
Q2 		$303K Buy
+5,748
New +$283K 0.21% 86

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Acuity Investment Management's IMO Position: Q1 2015 in Review

Acuity Investment Management reduced its Imperial Oil (IMO) stake by 7.7% in Q1 2015, selling an estimated $11.7K and leaving 3,610 shares worth $144K. The position accounts for 0.2% of the portfolio, ranked #108.

Acuity Investment Management first reported a position in IMO in Q2 2014 and has held it in 4 quarters since. The position peaked at $303K in Q2 2014. 214 funds tracked by Wall St. Rank hold IMO as of Q1 2015.

  • Acuity Investment Management held 3,610 shares of Imperial Oil worth $144K as of Q1 2015.
  • Acuity Investment Management sold 300 Imperial Oil shares in Q1 2015, an estimated $11.7K.
  • Imperial Oil made up 0.2% of Acuity Investment Management's portfolio in Q1 2015, its #108 holding.
  • Acuity Investment Management first reported a position in Imperial Oil in Q2 2014 and has held it in 4 quarters since.
  • Acuity Investment Management's Imperial Oil position peaked at $303K in Q2 2014.
  • 214 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2015.

Based on Acuity Investment Management's 13F filing for Q1 2015, filed 11 May 2015.