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Robert N. Shapiro’s Imperial Oil IMO Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$7K Hold
159
– – ﹤0.01% 721
2014
Q3 		$8K Hold
159
– – ﹤0.01% 715
2014
Q2 		$8K Hold
159
– – ﹤0.01% 644
2014
Q1 		$7K Buy
159
+49
+45% +$2.14K ﹤0.01% 654
2013
Q4 		$5K Sell
110
-600
-85% -$26.1K ﹤0.01% 681
2013
Q3 		$31K Hold
710
– – 0.01% 696
2013
Q2 		$27K Buy
+710
New +$27.7K 0.01% 684

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Robert N. Shapiro's IMO Position: Q4 2014 in Review

Robert N. Shapiro held its Imperial Oil (IMO) position steady in Q4 2014 at 159 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Robert N. Shapiro first reported a position in IMO in Q2 2013 and has held it in 7 quarters since. The position peaked at $31K in Q3 2013. 229 funds tracked by Wall St. Rank hold IMO as of Q4 2014.

  • Robert N. Shapiro held 159 shares of Imperial Oil worth $7K as of Q4 2014.
  • Robert N. Shapiro left its Imperial Oil share count unchanged in Q4 2014.
  • Imperial Oil made up ﹤0.01% of Robert N. Shapiro's portfolio in Q4 2014, its #721 holding.
  • Robert N. Shapiro first reported a position in Imperial Oil in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Imperial Oil position peaked at $31K in Q3 2013.
  • 229 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.