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Frontier Wealth Management’s Imperial Oil IMO Stock Holding History

Frontier 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
2018
Q1 		– Sell
-8,006
Closed -$250K – 397
2017
Q4 		$250K Buy
+8,006
New +$249K 0.04% 299

Other funds holding IMO

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First Eagle Investment Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Frontier Wealth Management's IMO Position: Q1 2018 in Review

Frontier Wealth Management sold out of Imperial Oil (IMO) in Q1 2018, closing a stake of 8,006 shares — an estimated $250K sold.

Frontier Wealth Management first reported a position in IMO in Q4 2017 and held it in 1 quarter. The position peaked at $250K in Q4 2017. 190 funds tracked by Wall St. Rank hold IMO as of Q1 2018.

  • Frontier Wealth Management reported no remaining Imperial Oil position as of Q1 2018 after selling out during the quarter.
  • Frontier Wealth Management sold 8,006 Imperial Oil shares in Q1 2018, an estimated $250K.
  • Frontier Wealth Management first reported a position in Imperial Oil in Q4 2017 and held it in 1 quarter.
  • Frontier Wealth Management's Imperial Oil position peaked at $250K in Q4 2017.
  • 190 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2018.

Based on Frontier Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.