Berman Capital Advisors’s Imperial Oil IMO Stock Holding History

Berman Capital 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
2021 Q3	$1K	Hold	37	–	–	﹤0.01%	1886
2021 Q2	$1K	Buy	37 +1	+3%	+$30	﹤0.01%	1752
2021 Q1	$0	Hold	36	–	–	﹤0.01%	1825
2020 Q4	$0	Hold	36	–	–	﹤0.01%	1747
2020 Q3	$0	Sell	36 -57	-61%	-$893	﹤0.01%	1682
2020 Q2	$1K	Sell	93 -25	-21%	-$376	﹤0.01%	1438
2020 Q1	$1K	Sell	118 -40	-25%	-$835	﹤0.01%	1310
2019 Q4	$4K	Hold	158	–	–	﹤0.01%	1025
2019 Q3	$4K	Buy	158 +58	+58%	+$1.53K	﹤0.01%	1006
2019 Q2	$2K	Buy	+100	New	+$2.8K	﹤0.01%	1201

Other funds holding IMO

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

Berman Capital Advisors's IMO Position: Q3 2021 in Review

Berman Capital Advisors held its Imperial Oil (IMO) position steady in Q3 2021 at 37 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Berman Capital Advisors first reported a position in IMO in Q2 2019 and has held it in 10 quarters since. The position peaked at $4K in Q4 2019. 184 funds tracked by Wall St. Rank hold IMO as of Q3 2021.

Berman Capital Advisors held 37 shares of Imperial Oil worth $1K as of Q3 2021.
Berman Capital Advisors left its Imperial Oil share count unchanged in Q3 2021.
Imperial Oil made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1886 holding.
Berman Capital Advisors first reported a position in Imperial Oil in Q2 2019 and has held it in 10 quarters since.
Berman Capital Advisors's Imperial Oil position peaked at $4K in Q4 2019.
184 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.