Reilly Financial Advisors’s Imperial Oil IMO Stock Holding History

Reilly Financial 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
2021 Q4	$25K	Hold	700	–	–	﹤0.01%	527
2021 Q3	$22K	Hold	700	–	–	﹤0.01%	504
2021 Q2	$21K	Buy	+700	New	+$21.1K	﹤0.01%	544
2018 Q4	–	Sell	-125	Closed	-$4K	–	982
2018 Q3	$4K	Hold	125	–	–	﹤0.01%	858
2018 Q2	$4K	Hold	125	–	–	﹤0.01%	842
2018 Q1	$3K	Hold	125	–	–	﹤0.01%	842
2017 Q4	$4K	Hold	125	–	–	﹤0.01%	807
2017 Q3	$4K	Hold	125	–	–	﹤0.01%	803
2017 Q2	$4K	Buy	+125	New	+$3.66K	﹤0.01%	804

Other funds holding IMO

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

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

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Reilly Financial Advisors's IMO Position: Q4 2021 in Review

Reilly Financial Advisors held its Imperial Oil (IMO) position steady in Q4 2021 at 700 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Reilly Financial Advisors first reported a position in IMO in Q2 2017 and has held it in 9 quarters since. 211 funds tracked by Wall St. Rank hold IMO as of Q4 2021.

Reilly Financial Advisors held 700 shares of Imperial Oil worth $25K as of Q4 2021.
Reilly Financial Advisors left its Imperial Oil share count unchanged in Q4 2021.
Imperial Oil made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #527 holding.
Reilly Financial Advisors first reported a position in Imperial Oil in Q2 2017 and has held it in 9 quarters since.
211 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.