WESPAC Advisors SoCal’s Imperial Oil IMO Stock Holding History

WESPAC Advisors SoCal’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	-1,800	Closed	-$49K	–	184
2019 Q1	$49K	Hold	1,800	–	–	0.03%	119
2018 Q4	$45K	Hold	1,800	–	–	0.03%	127
2018 Q3	$58K	Buy	+1,800	New	+$57.7K	0.03%	124
2018 Q2	–	Sell	-1,800	Closed	-$47K	–	167
2018 Q1	$47K	Hold	1,800	–	–	0.03%	118
2017 Q4	$56K	Hold	1,800	–	–	0.03%	113
2017 Q3	$57K	Hold	1,800	–	–	0.03%	122
2017 Q2	$52K	Hold	1,800	–	–	0.03%	120
2017 Q1	$54.9K	Hold	1,800	–	–	0.03%	115
2016 Q4	$62.6K	Buy	+1,800	New	+$60.4K	0.04%	109

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

WESPAC Advisors SoCal's IMO Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Imperial Oil (IMO) in Q2 2019, closing a stake of 1,800 shares — an estimated $49K sold.

WESPAC Advisors SoCal first reported a position in IMO in Q4 2016 and held it in 9 quarters. The position peaked at $62.6K in Q4 2016. 195 funds tracked by Wall St. Rank hold IMO as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Imperial Oil position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 1,800 Imperial Oil shares in Q2 2019, an estimated $49K.
WESPAC Advisors SoCal first reported a position in Imperial Oil in Q4 2016 and held it in 9 quarters.
WESPAC Advisors SoCal's Imperial Oil position peaked at $62.6K in Q4 2016.
195 funds tracked by Wall St. Rank held Imperial Oil as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.