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Baird’s Imperial Oil IMO Stock Holding History

Baird’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 		$2.29M Sell
57,468
-30,250
-34% -$1.18M 0.02% 515
2014
Q4 		$3.77M Buy
87,718
+77,495
+758% +$3.53M 0.04% 399
2014
Q3 		$483K Hold
10,223
– – 0.01% 841
2014
Q2 		$538K Buy
+10,223
New +$503K 0.01% 826
2014
Q1 		– Sell
-12,398
Closed -$548K – 1140
2013
Q4 		$548K Buy
+12,398
New +$540K 0.01% 804

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Baird's IMO Position: Q1 2015 in Review

Baird reduced its Imperial Oil (IMO) stake by 34% in Q1 2015, selling an estimated $1.18M and leaving 57,468 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #515.

Baird first reported a position in IMO in Q4 2013 and has held it in 5 quarters since. The position peaked at $3.77M in Q4 2014. 213 funds tracked by Wall St. Rank hold IMO as of Q1 2015.

  • Baird held 57,468 shares of Imperial Oil worth $2.29M as of Q1 2015.
  • Baird sold 30,250 Imperial Oil shares in Q1 2015, an estimated $1.18M.
  • Imperial Oil made up 0.02% of Baird's portfolio in Q1 2015, its #515 holding.
  • Baird first reported a position in Imperial Oil in Q4 2013 and has held it in 5 quarters since.
  • Baird's Imperial Oil position peaked at $3.77M in Q4 2014.
  • 213 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.