WFG Advisors’s Imperial Oil IMO Stock Holding History

WFG 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
2016 Q4	–	Sell	-300	Closed	-$9K	–	1640
2016 Q3	$9K	Hold	300	–	–	﹤0.01%	1156
2016 Q2	$9K	Hold	300	–	–	﹤0.01%	1122
2016 Q1	$10K	Hold	300	–	–	﹤0.01%	1051
2015 Q4	$10K	Hold	300	–	–	﹤0.01%	1077
2015 Q3	$9K	Hold	300	–	–	﹤0.01%	1124
2015 Q2	$12K	Hold	300	–	–	﹤0.01%	1127
2015 Q1	$12K	Buy	300 +291	+3,233%	+$11.3K	﹤0.01%	1146
2014 Q4	$0	Hold	9	–	–	﹤0.01%	2155
2014 Q3	$0	Hold	9	–	–	﹤0.01%	2136
2014 Q2	$0	Hold	9	–	–	﹤0.01%	2022
2014 Q1	$0	Hold	9	–	–	﹤0.01%	2098
2013 Q4	$0	Hold	9	–	–	﹤0.01%	2263
2013 Q3	$0	Hold	9	–	–	﹤0.01%	2195
2013 Q2	$0	Buy	+9	New	+$352	﹤0.01%	2096

Other funds holding IMO

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WFG Advisors's IMO Position: Q4 2016 in Review

WFG Advisors sold out of Imperial Oil (IMO) in Q4 2016, closing a stake of 300 shares — an estimated $9K sold.

WFG Advisors first reported a position in IMO in Q2 2013 and held it in 14 quarters. The position peaked at $12K in Q2 2015. 197 funds tracked by Wall St. Rank hold IMO as of Q4 2016.

WFG Advisors reported no remaining Imperial Oil position as of Q4 2016 after selling out during the quarter.
WFG Advisors sold 300 Imperial Oil shares in Q4 2016, an estimated $9K.
WFG Advisors first reported a position in Imperial Oil in Q2 2013 and held it in 14 quarters.
WFG Advisors's Imperial Oil position peaked at $12K in Q2 2015.
197 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.