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Waverly Advisors’s Imperial Oil IMO Stock Holding History

Waverly 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
2014
Q4 		– Sell
-42
Closed -$2K – 540
2014
Q3 		$2K Hold
42
– – ﹤0.01% 725
2014
Q2 		$2K Hold
42
– – ﹤0.01% 696
2014
Q1 		$2K Sell
42
-1,291
-97% -$56.3K ﹤0.01% 658
2013
Q4 		$59K Buy
1,333
+33
+3% +$1.44K 0.02% 308
2013
Q3 		$57K Buy
+1,300
New +$54.5K 0.03% 224

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

Waverly Advisors's IMO Position: Q4 2014 in Review

Waverly Advisors sold out of Imperial Oil (IMO) in Q4 2014, closing a stake of 42 shares — an estimated $2K sold.

Waverly Advisors first reported a position in IMO in Q3 2013 and held it in 5 quarters. The position peaked at $59K in Q4 2013. 229 funds tracked by Wall St. Rank hold IMO as of Q4 2014.

  • Waverly Advisors reported no remaining Imperial Oil position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 42 Imperial Oil shares in Q4 2014, an estimated $2K.
  • Waverly Advisors first reported a position in Imperial Oil in Q3 2013 and held it in 5 quarters.
  • Waverly Advisors's Imperial Oil position peaked at $59K in Q4 2013.
  • 229 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.