V
IMO icon

Veritable’s Imperial Oil IMO Stock Holding History

Veritable’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
2015
Q2 		– Sell
-12,372
Closed -$493K – 812
2015
Q1 		$493K Buy
12,372
+184
+2% +$7.17K 0.01% 606
2014
Q4 		$524K Hold
12,188
– – 0.01% 589
2014
Q3 		$576K Buy
12,188
+200
+2% +$10.3K 0.01% 555
2014
Q2 		$631K Buy
11,988
+206
+2% +$10.1K 0.01% 534
2014
Q1 		$548K Buy
11,782
+3,593
+44% +$157K 0.01% 562
2013
Q4 		$362K Hold
8,189
– – 0.01% 658
2013
Q3 		$360K Buy
8,189
+230
+3% +$9.65K 0.01% 665
2013
Q2 		$304K Buy
+7,959
New +$311K 0.01% 723

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Veritable's IMO Position: Q2 2015 in Review

Veritable sold out of Imperial Oil (IMO) in Q2 2015, closing a stake of 12,372 shares — an estimated $493K sold.

Veritable first reported a position in IMO in Q2 2013 and held it in 8 quarters. The position peaked at $631K in Q2 2014. 202 funds tracked by Wall St. Rank hold IMO as of Q2 2015.

  • Veritable reported no remaining Imperial Oil position as of Q2 2015 after selling out during the quarter.
  • Veritable sold 12,372 Imperial Oil shares in Q2 2015, an estimated $493K.
  • Veritable first reported a position in Imperial Oil in Q2 2013 and held it in 8 quarters.
  • Veritable's Imperial Oil position peaked at $631K in Q2 2014.
  • 202 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2015.

Based on Veritable's 13F filing for Q2 2015, filed 14 Aug 2015.