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Wealthcare Capital Management’s Imperial Oil IMO Stock Holding History

Wealthcare Capital Management’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
2020
Q1 		– Sell
-78
Closed -$2K – 447
2019
Q4 		$2K Buy
+78
New +$1.97K ﹤0.01% 480

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T. Rowe Price Associates
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wealthcare Capital Management's IMO Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Imperial Oil (IMO) in Q1 2020, closing a stake of 78 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in IMO in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 177 funds tracked by Wall St. Rank hold IMO as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Imperial Oil position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 78 Imperial Oil shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Imperial Oil in Q4 2019 and held it in 1 quarter.
  • Wealthcare Capital Management's Imperial Oil position peaked at $2K in Q4 2019.
  • 177 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.