JP Morgan Private Wealth Advisors’s Imperial Oil IMO Stock Holding History

JP Morgan Private Wealth Advisors’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	-8,612	Closed	-$288K	–	1286
2016 Q1	$288K	Sell	8,612 -6,951	-45%	-$217K	﹤0.01%	966
2015 Q4	$506K	Sell	15,563 -7,570	-33%	-$245K	0.01%	688
2015 Q3	$731K	Sell	23,133 -370	-2%	-$12.8K	0.01%	535
2015 Q2	$908K	Buy	23,503 +774	+3%	+$31.9K	0.01%	529
2015 Q1	$907K	Buy	22,729 +306	+1%	+$11.9K	0.01%	550
2014 Q4	$966K	Sell	22,423 -2,493	-10%	-$113K	0.01%	535
2014 Q3	$1.18M	Buy	24,916 +2,745	+12%	+$141K	0.02%	473
2014 Q2	$1.17M	Buy	22,171 +5,715	+35%	+$281K	0.02%	383
2014 Q1	$766K	Buy	+16,456	New	+$717K	0.01%	457

Other funds holding IMO

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IMO Position: Q2 2016 in Review

JP Morgan Private Wealth Advisors sold out of Imperial Oil (IMO) in Q2 2016, closing a stake of 8,612 shares — an estimated $288K sold.

JP Morgan Private Wealth Advisors first reported a position in IMO in Q1 2014 and held it in 9 quarters. The position peaked at $1.18M in Q3 2014. 196 funds tracked by Wall St. Rank hold IMO as of Q2 2016.

JP Morgan Private Wealth Advisors reported no remaining Imperial Oil position as of Q2 2016 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 8,612 Imperial Oil shares in Q2 2016, an estimated $288K.
JP Morgan Private Wealth Advisors first reported a position in Imperial Oil in Q1 2014 and held it in 9 quarters.
JP Morgan Private Wealth Advisors's Imperial Oil position peaked at $1.18M in Q3 2014.
196 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2016.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.