Loring Wolcott & Coolidge Fiduciary Advisors’s Imperial Oil IMO Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017 Q3	–	Sell	-1,200	Closed	-$34K	–	839
2017 Q2	$34K	Hold	1,200	–	–	﹤0.01%	449
2017 Q1	$37K	Hold	1,200	–	–	﹤0.01%	439
2016 Q4	$42K	Hold	1,200	–	–	﹤0.01%	408
2016 Q3	$38K	Hold	1,200	–	–	﹤0.01%	422
2016 Q2	$38K	Hold	1,200	–	–	﹤0.01%	421
2016 Q1	$40K	Hold	1,200	–	–	﹤0.01%	421
2015 Q4	$39K	Hold	1,200	–	–	﹤0.01%	450
2015 Q3	$46K	Hold	1,200	–	–	﹤0.01%	427
2015 Q2	$46K	Hold	1,200	–	–	﹤0.01%	427
2015 Q1	$48K	Hold	1,200	–	–	﹤0.01%	433
2014 Q4	$52K	Sell	1,200 -1,125	-48%	-$51.2K	﹤0.01%	421
2014 Q3	$110K	Hold	2,325	–	–	﹤0.01%	335
2014 Q2	$122K	Hold	2,325	–	–	﹤0.01%	335
2014 Q1	$108K	Hold	2,325	–	–	﹤0.01%	335
2013 Q4	$103K	Hold	2,325	–	–	﹤0.01%	330
2013 Q3	$102K	Hold	2,325	–	–	﹤0.01%	306
2013 Q2	$89K	Buy	+2,325	New	+$90.8K	﹤0.01%	332

Other funds holding IMO

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

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Norges Bank Oslo, Norway $935B AUM

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

Loring Wolcott & Coolidge Fiduciary Advisors's IMO Position: Q3 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Imperial Oil (IMO) in Q3 2017, closing a stake of 1,200 shares — an estimated $34K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IMO in Q2 2013 and held it in 17 quarters. The position peaked at $122K in Q2 2014. 186 funds tracked by Wall St. Rank hold IMO as of Q3 2017.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Imperial Oil position as of Q3 2017 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,200 Imperial Oil shares in Q3 2017, an estimated $34K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Imperial Oil in Q2 2013 and held it in 17 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Imperial Oil position peaked at $122K in Q2 2014.
186 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2017, filed 27 Oct 2017.