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Lenox Wealth Management’s Imperial Oil IMO Stock Holding History

Lenox Wealth Management’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
2020
Q2 		$1K Sell
100
-45
-31% -$676 ﹤0.01% 697
2020
Q1 		$1K Buy
+145
New +$3.02K ﹤0.01% 662

Other funds holding IMO

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Lenox Wealth Management's IMO Position: Q2 2020 in Review

Lenox Wealth Management reduced its Imperial Oil (IMO) stake by 31% in Q2 2020, selling an estimated $676 and leaving 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Lenox Wealth Management first reported a position in IMO in Q1 2020 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold IMO as of Q2 2020.

  • Lenox Wealth Management held 100 shares of Imperial Oil worth $1K as of Q2 2020.
  • Lenox Wealth Management sold 45 Imperial Oil shares in Q2 2020, an estimated $676.
  • Imperial Oil made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #697 holding.
  • Lenox Wealth Management first reported a position in Imperial Oil in Q1 2020 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.