WAP
IMO icon

Wealthcare Advisory Partners’s Imperial Oil IMO Stock Holding History

Wealthcare Advisory Partners’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
2018
Q2 		– Sell
-15
Closed – – 1271
2018
Q1 		$0 Hold
15
– – ﹤0.01% 1163
2017
Q4 		$0 Hold
15
– – ﹤0.01% 1131
2017
Q3 		$0 Buy
+15
New +$446 ﹤0.01% 908

Other funds holding IMO

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Wealthcare Advisory Partners's IMO Position: Q2 2018 in Review

Wealthcare Advisory Partners sold out of Imperial Oil (IMO) in Q2 2018, closing a stake of 15 shares.

Wealthcare Advisory Partners first reported a position in IMO in Q3 2017 and held it in 3 quarters. The position peaked at $0 in Q1 2018. 203 funds tracked by Wall St. Rank hold IMO as of Q2 2018.

  • Wealthcare Advisory Partners reported no remaining Imperial Oil position as of Q2 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 15 Imperial Oil shares in Q2 2018.
  • Wealthcare Advisory Partners first reported a position in Imperial Oil in Q3 2017 and held it in 3 quarters.
  • Wealthcare Advisory Partners's Imperial Oil position peaked at $0 in Q1 2018.
  • 203 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2018, filed 14 Aug 2018.