Truist Financial
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Truist Financial’s Imperial Oil IMO Stock Holding History

Truist Financial’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
2016
Q4 		– Sell
-7,636
Closed -$239K – 846
2016
Q3 		$239K Sell
7,636
-9,207
-55% -$286K ﹤0.01% 749
2016
Q2 		$532K Sell
16,843
-26,588
-61% -$842K 0.01% 573
2016
Q1 		$1.45M Sell
43,431
-16,374
-27% -$511K 0.04% 367
2015
Q4 		$1.95M Sell
59,805
-38,912
-39% -$1.26M 0.05% 317
2015
Q3 		$3.12M Sell
98,717
-910
-0.9% -$31.6K 0.08% 262
2015
Q2 		$3.85M Buy
99,627
+14,016
+16% +$577K 0.1% 216
2015
Q1 		$3.41M Sell
85,611
-3,396
-4% -$132K 0.1% 225
2014
Q4 		$3.83M Buy
89,007
+4,841
+6% +$220K 0.11% 205
2014
Q3 		$3.97M Sell
84,166
-5,403
-6% -$278K 0.12% 194
2014
Q2 		$4.71M Sell
89,569
-5,150
-5% -$253K 0.14% 179
2014
Q1 		$4.41M Sell
94,719
-10,841
-10% -$473K 0.14% 179
2013
Q4 		$4.67M Buy
105,560
+16,074
+18% +$700K 0.15% 170
2013
Q3 		$3.93M Buy
89,486
+14,500
+19% +$608K 0.14% 182
2013
Q2 		$2.87M Buy
+74,986
New +$2.93M 0.11% 215

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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

Truist Financial's IMO Position: Q4 2016 in Review

Truist Financial sold out of Imperial Oil (IMO) in Q4 2016, closing a stake of 7,636 shares — an estimated $239K sold.

Truist Financial first reported a position in IMO in Q2 2013 and held it in 14 quarters. The position peaked at $4.71M in Q2 2014. 197 funds tracked by Wall St. Rank hold IMO as of Q4 2016.

  • Truist Financial reported no remaining Imperial Oil position as of Q4 2016 after selling out during the quarter.
  • Truist Financial sold 7,636 Imperial Oil shares in Q4 2016, an estimated $239K.
  • Truist Financial first reported a position in Imperial Oil in Q2 2013 and held it in 14 quarters.
  • Truist Financial's Imperial Oil position peaked at $4.71M in Q2 2014.
  • 197 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2016.

Based on Truist Financial's 13F filing for Q4 2016, filed 2 Feb 2017.