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Boston Private Bank & Trust’s Imperial Oil IMO Stock Holding History

Boston Private Bank & Trust’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
2013
Q3 		– Sell
-228
Closed -$9K – 992
2013
Q2 		$9K Buy
+228
New +$8.91K ﹤0.01% 779

Other funds holding IMO

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Royal Bank of Canada
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Boston Private Bank & Trust's IMO Position: Q3 2013 in Review

Boston Private Bank & Trust sold out of Imperial Oil (IMO) in Q3 2013, closing a stake of 228 shares — an estimated $9K sold.

Boston Private Bank & Trust first reported a position in IMO in Q2 2013 and held it in 1 quarter. The position peaked at $9K in Q2 2013. 199 funds tracked by Wall St. Rank hold IMO as of Q3 2013.

  • Boston Private Bank & Trust reported no remaining Imperial Oil position as of Q3 2013 after selling out during the quarter.
  • Boston Private Bank & Trust sold 228 Imperial Oil shares in Q3 2013, an estimated $9K.
  • Boston Private Bank & Trust first reported a position in Imperial Oil in Q2 2013 and held it in 1 quarter.
  • Boston Private Bank & Trust's Imperial Oil position peaked at $9K in Q2 2013.
  • 199 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2013.

Based on Boston Private Bank & Trust's 13F filing for Q3 2013, filed 7 Oct 2013.