Investors Capital Advisory Services’s Interoil Corporation IOC Stock Holding History

Investors Capital Advisory Services’s Portfolio IOC Stock Details IOC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-15,900	Closed	-$499K	–	754
2015 Q4	$499K	Hold	15,900	–	–	0.1%	288
2015 Q3	$535K	Buy	15,900 +3,700	+30%	+$150K	0.11%	261
2015 Q2	$734K	Buy	12,200 +2,900	+31%	+$148K	0.13%	217
2015 Q1	$429K	Buy	+9,300	New	+$399K	0.08%	349
2014 Q4	–	Sell	-4,000	Closed	-$216K	–	757
2014 Q3	$216K	Hold	4,000	–	–	0.04%	549
2014 Q2	$255K	Sell	4,000 -300	-7%	-$19.1K	0.04%	507
2014 Q1	$278K	Buy	4,300 +300	+8%	+$16.5K	0.06%	427
2013 Q4	$205K	Hold	4,000	–	–	0.05%	492
2013 Q3	$285K	Hold	4,000	–	–	0.07%	369
2013 Q2	$278K	Buy	+4,000	New	+$312K	0.08%	327

Other funds holding IOC

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Investors Capital Advisory Services's IOC Position: Q1 2016 in Review

Investors Capital Advisory Services sold out of Interoil Corporation (IOC) in Q1 2016, closing a stake of 15,900 shares — an estimated $499K sold.

Investors Capital Advisory Services first reported a position in IOC in Q2 2013 and held it in 10 quarters. The position peaked at $734K in Q2 2015. 97 funds tracked by Wall St. Rank hold IOC as of Q1 2016.

Investors Capital Advisory Services reported no remaining Interoil Corporation position as of Q1 2016 after selling out during the quarter.
Investors Capital Advisory Services sold 15,900 Interoil Corporation shares in Q1 2016, an estimated $499K.
Investors Capital Advisory Services first reported a position in Interoil Corporation in Q2 2013 and held it in 10 quarters.
Investors Capital Advisory Services's Interoil Corporation position peaked at $734K in Q2 2015.
97 funds tracked by Wall St. Rank held Interoil Corporation as of Q1 2016.

Based on Investors Capital Advisory Services's 13F filing for Q1 2016, filed 9 May 2016.