Proficio Capital Partners’s Imperial Oil IMO Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-74	Closed	-$2K	–	797
2019 Q2	$2K	Buy	+74	New	+$2.08K	﹤0.01%	1546
2019 Q1	–	Sell	-145	Closed	-$4K	–	1720
2018 Q4	$4K	Sell	145 -125	-46%	-$3.8K	﹤0.01%	900
2018 Q3	$9K	Hold	270	–	–	﹤0.01%	831
2018 Q2	$9K	Sell	270 -13	-5%	-$406	﹤0.01%	851
2018 Q1	$7K	Buy	283 +128	+83%	+$3.69K	﹤0.01%	926
2017 Q4	$5K	Hold	155	–	–	﹤0.01%	972
2017 Q3	$5K	Hold	155	–	–	﹤0.01%	954
2017 Q2	$5K	Buy	155 +23	+17%	+$673	﹤0.01%	963
2017 Q1	$4K	Sell	132 -5	-4%	-$162	﹤0.01%	1024
2016 Q4	$5K	Hold	137	–	–	﹤0.01%	743
2016 Q3	$4K	Buy	+137	New	+$4.25K	﹤0.01%	753

Other funds holding IMO

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Proficio Capital Partners's IMO Position: Q3 2019 in Review

Proficio Capital Partners sold out of Imperial Oil (IMO) in Q3 2019, closing a stake of 74 shares — an estimated $2K sold.

Proficio Capital Partners first reported a position in IMO in Q3 2016 and held it in 11 quarters. The position peaked at $9K in Q3 2018. 198 funds tracked by Wall St. Rank hold IMO as of Q3 2019.

Proficio Capital Partners reported no remaining Imperial Oil position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 74 Imperial Oil shares in Q3 2019, an estimated $2K.
Proficio Capital Partners first reported a position in Imperial Oil in Q3 2016 and held it in 11 quarters.
Proficio Capital Partners's Imperial Oil position peaked at $9K in Q3 2018.
198 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.