MIS
IOC

Morningstar Investment Services’s Interoil Corporation IOC Stock Holding History

Morningstar Investment 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
2017
Q1 		– Sell
-38,550
Closed -$1.83M – 210
2016
Q4 		$1.83M Hold
38,550
– – 0.06% 127
2016
Q3 		$1.96M Hold
38,550
– – 0.06% 141
2016
Q2 		$1.8M Hold
38,550
– – 0.06% 145
2016
Q1 		$1.23M Hold
38,550
– – 0.04% 161
2015
Q4 		$1.21M Hold
38,550
– – 0.05% 152
2015
Q3 		$1.3M Buy
38,550
+33,850
+720% +$1.37M 0.06% 156
2015
Q2 		$283K Buy
+4,700
New +$240K 0.01% 192

Other funds holding IOC

TCM
Tufton Capital Management Hunt Valley, Maryland $596M AUM 37.37% 1-Year Est. Return
TCM
Texan Capital Management Houston, Texas $154M AUM 10.81% 1-Year Est. Return

Morningstar Investment Services's IOC Position: Q1 2017 in Review

Morningstar Investment Services sold out of Interoil Corporation (IOC) in Q1 2017, closing a stake of 38,550 shares — an estimated $1.83M sold.

Morningstar Investment Services first reported a position in IOC in Q2 2015 and held it in 7 quarters. The position peaked at $1.96M in Q3 2016. 3 funds tracked by Wall St. Rank hold IOC as of Q1 2017.

  • Morningstar Investment Services reported no remaining Interoil Corporation position as of Q1 2017 after selling out during the quarter.
  • Morningstar Investment Services sold 38,550 Interoil Corporation shares in Q1 2017, an estimated $1.83M.
  • Morningstar Investment Services first reported a position in Interoil Corporation in Q2 2015 and held it in 7 quarters.
  • Morningstar Investment Services's Interoil Corporation position peaked at $1.96M in Q3 2016.
  • 3 funds tracked by Wall St. Rank held Interoil Corporation as of Q1 2017.

Based on Morningstar Investment Services's 13F filing for Q1 2017, filed 4 May 2017.