B. Riley Wealth Advisors’s Imperial Oil IMO Stock Holding History

B. Riley Wealth Advisors’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	–	Sell	-2,250	Closed	-$97	–	1250
2014 Q4	$97	Buy	+2,250	New	+$102K	﹤0.01%	1765
2014 Q3	–	Sell	-2,250	Closed	-$118K	–	1251
2014 Q2	$118K	Hold	2,250	–	–	0.03%	655
2014 Q1	$105K	Hold	2,250	–	–	0.03%	599
2013 Q4	$100K	Hold	2,250	–	–	0.03%	552
2013 Q3	$99K	Buy	+2,250	New	+$94.4K	0.03%	542

Other funds holding IMO

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

B. Riley Wealth Advisors's IMO Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Imperial Oil (IMO) in Q1 2015, closing a stake of 2,250 shares — an estimated $97 sold.

B. Riley Wealth Advisors first reported a position in IMO in Q3 2013 and held it in 5 quarters. The position peaked at $118K in Q2 2014. 213 funds tracked by Wall St. Rank hold IMO as of Q1 2015.

B. Riley Wealth Advisors reported no remaining Imperial Oil position as of Q1 2015 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,250 Imperial Oil shares in Q1 2015, an estimated $97.
B. Riley Wealth Advisors first reported a position in Imperial Oil in Q3 2013 and held it in 5 quarters.
B. Riley Wealth Advisors's Imperial Oil position peaked at $118K in Q2 2014.
213 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.