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Whitnell & Co’s Imperial Oil IMO Stock Holding History

Whitnell & Co’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
2017
Q1 		– Sell
-210
Closed -$7K – 307
2016
Q4 		$7K Hold
210
– – ﹤0.01% 280
2016
Q3 		$7K Hold
210
– – ﹤0.01% 272
2016
Q2 		$7K Hold
210
– – ﹤0.01% 272
2016
Q1 		$7K Buy
210
+95
+83% +$2.97K ﹤0.01% 258
2015
Q4 		$4K Hold
115
– – ﹤0.01% 312
2015
Q3 		$4K Buy
+115
New +$3.99K ﹤0.01% 303
2013
Q3 		– Sell
-82
Closed -$3K – 318
2013
Q2 		$3K Buy
+82
New +$3.2K ﹤0.01% 361

Other funds holding IMO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Whitnell & Co's IMO Position: Q1 2017 in Review

Whitnell & Co sold out of Imperial Oil (IMO) in Q1 2017, closing a stake of 210 shares — an estimated $7K sold.

Whitnell & Co first reported a position in IMO in Q2 2013 and held it in 7 quarters. The position peaked at $7K in Q4 2016. 201 funds tracked by Wall St. Rank hold IMO as of Q1 2017.

  • Whitnell & Co reported no remaining Imperial Oil position as of Q1 2017 after selling out during the quarter.
  • Whitnell & Co sold 210 Imperial Oil shares in Q1 2017, an estimated $7K.
  • Whitnell & Co first reported a position in Imperial Oil in Q2 2013 and held it in 7 quarters.
  • Whitnell & Co's Imperial Oil position peaked at $7K in Q4 2016.
  • 201 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2017.

Based on Whitnell & Co's 13F filing for Q1 2017, filed 19 Apr 2017.