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HL Financial Services’s Imperial Oil IMO Stock Holding History

HL Financial 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
Q1 		– Sell
-8,712
Closed -$386K – 657
2013
Q4 		$386K Sell
8,712
-73
-0.8% -$3.18K 0.01% 444
2013
Q3 		$386K Buy
+8,785
New +$368K 0.01% 409

Other funds holding IMO

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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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
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
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

HL Financial Services's IMO Position: Q1 2014 in Review

HL Financial Services sold out of Imperial Oil (IMO) in Q1 2014, closing a stake of 8,712 shares — an estimated $386K sold.

HL Financial Services first reported a position in IMO in Q3 2013 and held it in 2 quarters. The position peaked at $386K in Q4 2013. 217 funds tracked by Wall St. Rank hold IMO as of Q1 2014.

  • HL Financial Services reported no remaining Imperial Oil position as of Q1 2014 after selling out during the quarter.
  • HL Financial Services sold 8,712 Imperial Oil shares in Q1 2014, an estimated $386K.
  • HL Financial Services first reported a position in Imperial Oil in Q3 2013 and held it in 2 quarters.
  • HL Financial Services's Imperial Oil position peaked at $386K in Q4 2013.
  • 217 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2014.

Based on HL Financial Services's 13F filing for Q1 2014, filed 21 Apr 2014.