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Gary Goldberg Planning Services’s Imperial Oil IMO Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		– Sell
-8,786
Closed -$415K – 471
2014
Q3 		$415K Buy
8,786
+52
+0.6% +$2.67K 0.17% 76
2014
Q2 		$460K Buy
8,734
+1,430
+20% +$70.4K 0.2% 72
2014
Q1 		$340K Buy
7,304
+5,609
+331% +$245K 0.17% 78
2013
Q4 		$75K Buy
+1,695
New +$73.8K 0.04% 159

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
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

Gary Goldberg Planning Services's IMO Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Imperial Oil (IMO) in Q4 2014, closing a stake of 8,786 shares — an estimated $415K sold.

Gary Goldberg Planning Services first reported a position in IMO in Q4 2013 and held it in 4 quarters. The position peaked at $460K in Q2 2014. 229 funds tracked by Wall St. Rank hold IMO as of Q4 2014.

  • Gary Goldberg Planning Services reported no remaining Imperial Oil position as of Q4 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 8,786 Imperial Oil shares in Q4 2014, an estimated $415K.
  • Gary Goldberg Planning Services first reported a position in Imperial Oil in Q4 2013 and held it in 4 quarters.
  • Gary Goldberg Planning Services's Imperial Oil position peaked at $460K in Q2 2014.
  • 229 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.