Wealthspire Advisors (Maryland)’s Imperial Oil IMO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-19	Closed	-$1K	–	1191
2019 Q1	$1K	Sell	19 -2	-10%	-$54	﹤0.01%	2345
2018 Q4	$1K	Buy	21 +12	+133%	+$365	﹤0.01%	2281
2018 Q3	$0	Sell	9 -9	-50%	-$289	﹤0.01%	2439
2018 Q2	$1K	Hold	18	–	–	﹤0.01%	2314
2018 Q1	$0	Sell	18 -19	-51%	-$548	﹤0.01%	2563
2017 Q4	$1K	Buy	37 +20	+118%	+$622	﹤0.01%	2290
2017 Q3	$1K	Buy	17 +8	+89%	+$238	﹤0.01%	2100
2017 Q2	$0	Sell	9 -14	-61%	-$409	﹤0.01%	2231
2017 Q1	$1K	Buy	+23	New	+$743	﹤0.01%	1806
2016 Q1	–	Sell	-11	Closed	–	–	1794
2015 Q4	$0	Buy	+11	New	+$356	﹤0.01%	1744

Other funds holding IMO

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IMO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Imperial Oil (IMO) in Q2 2019, closing a stake of 19 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in IMO in Q4 2015 and held it in 10 quarters. The position peaked at $1K in Q1 2019. 195 funds tracked by Wall St. Rank hold IMO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Imperial Oil position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 19 Imperial Oil shares in Q2 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in Imperial Oil in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Imperial Oil position peaked at $1K in Q1 2019.
195 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.