Jim Simons
IVAN

Jim Simons’s IVANHOE ENERGY INC COM SHS (CDA) IVAN Stock Holding History

Jim Simons’s Portfolio IVAN Stock Details IVAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-18,986
Closed -$82K – 3260
2013
Q4 		$82K Buy
18,986
+14,720
+345% +$63.7K ﹤0.01% 2751
2013
Q3 		$25K Sell
4,266
-7,658
-64% -$44.3K ﹤0.01% 2770
2013
Q2 		$74K Buy
+11,924
New +$113K ﹤0.01% 2662

Other funds holding IVAN

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Jim Simons's IVAN Position: Q1 2014 in Review

Jim Simons sold out of IVANHOE ENERGY INC COM SHS (CDA) (IVAN) in Q1 2014, closing a stake of 18,986 shares — an estimated $82K sold.

Jim Simons first reported a position in IVAN in Q2 2013 and held it in 3 quarters. The position peaked at $82K in Q4 2013. 25 funds tracked by Wall St. Rank hold IVAN as of Q1 2014.

  • Jim Simons reported no remaining IVANHOE ENERGY INC COM SHS (CDA) position as of Q1 2014 after selling out during the quarter.
  • Jim Simons sold 18,986 IVANHOE ENERGY INC COM SHS (CDA) shares in Q1 2014, an estimated $82K.
  • Jim Simons first reported a position in IVANHOE ENERGY INC COM SHS (CDA) in Q2 2013 and held it in 3 quarters.
  • Jim Simons's IVANHOE ENERGY INC COM SHS (CDA) position peaked at $82K in Q4 2013.
  • 25 funds tracked by Wall St. Rank held IVANHOE ENERGY INC COM SHS (CDA) as of Q1 2014.

Based on Renaissance Technologies's 13F filing for Q1 2014, filed 14 May 2014.