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Cabot Wealth Management’s Imperial Oil IMO Stock Holding History

Cabot Wealth 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
2013
Q3 		– Sell
-21,612
Closed -$826K – 162
2013
Q2 		$826K Buy
+21,612
New +$844K 0.28% 113

Other funds holding IMO

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

Cabot Wealth Management's IMO Position: Q3 2013 in Review

Cabot Wealth Management sold out of Imperial Oil (IMO) in Q3 2013, closing a stake of 21,612 shares — an estimated $826K sold.

Cabot Wealth Management first reported a position in IMO in Q2 2013 and held it in 1 quarter. The position peaked at $826K in Q2 2013. 199 funds tracked by Wall St. Rank hold IMO as of Q3 2013.

  • Cabot Wealth Management reported no remaining Imperial Oil position as of Q3 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 21,612 Imperial Oil shares in Q3 2013, an estimated $826K.
  • Cabot Wealth Management first reported a position in Imperial Oil in Q2 2013 and held it in 1 quarter.
  • Cabot Wealth Management's Imperial Oil position peaked at $826K in Q2 2013.
  • 199 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2013.

Based on Cabot Wealth Management's 13F filing for Q3 2013, filed 23 Oct 2013.