IPC
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Independent Portfolio Consultants’s Imperial Oil IMO Stock Holding History

Independent Portfolio Consultants’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
2016
Q2 		– Sell
-3,940
Closed -$132K – 744
2016
Q1 		$132K Buy
3,940
+340
+9% +$10.6K 0.04% 435
2015
Q4 		$117K Sell
3,600
-16,520
-82% -$535K 0.03% 437
2015
Q3 		$636K Buy
20,120
+16,085
+399% +$558K 0.14% 210
2015
Q2 		$156K Buy
4,035
+1,640
+68% +$67.5K 0.03% 411
2015
Q1 		$96K Buy
2,395
+1,700
+245% +$66.2K 0.02% 492
2014
Q4 		$30K Sell
695
-7,960
-92% -$362K 0.01% 654
2014
Q3 		$409K Buy
+8,655
New +$445K 0.11% 291

Other funds holding IMO

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Independent Portfolio Consultants's IMO Position: Q2 2016 in Review

Independent Portfolio Consultants sold out of Imperial Oil (IMO) in Q2 2016, closing a stake of 3,940 shares — an estimated $132K sold.

Independent Portfolio Consultants first reported a position in IMO in Q3 2014 and held it in 7 quarters. The position peaked at $636K in Q3 2015. 196 funds tracked by Wall St. Rank hold IMO as of Q2 2016.

  • Independent Portfolio Consultants reported no remaining Imperial Oil position as of Q2 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 3,940 Imperial Oil shares in Q2 2016, an estimated $132K.
  • Independent Portfolio Consultants first reported a position in Imperial Oil in Q3 2014 and held it in 7 quarters.
  • Independent Portfolio Consultants's Imperial Oil position peaked at $636K in Q3 2015.
  • 196 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2016.

Based on Independent Portfolio Consultants's 13F filing for Q2 2016, filed 15 Jul 2016.