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Winfield Associates’s Imperial Oil IMO Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-55
Closed -$2K – 362
2017
Q4 		$2K Buy
+55
New +$1.71K ﹤0.01% 668
2017
Q2 		– Sell
-110
Closed -$3K – 888
2017
Q1 		$3K Buy
110
+75
+214% +$2.42K ﹤0.01% 536
2016
Q4 		$1K Buy
+35
New +$1.18K ﹤0.01% 637
2016
Q3 		– Sell
-40
Closed -$1K – 716
2016
Q2 		$1K Sell
40
-10
-20% -$317 ﹤0.01% 616
2016
Q1 		$2K Buy
+50
New +$1.56K ﹤0.01% 495

Other funds holding IMO

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Winfield Associates's IMO Position: Q1 2018 in Review

Winfield Associates sold out of Imperial Oil (IMO) in Q1 2018, closing a stake of 55 shares — an estimated $2K sold.

Winfield Associates first reported a position in IMO in Q1 2016 and held it in 5 quarters. The position peaked at $3K in Q1 2017. 190 funds tracked by Wall St. Rank hold IMO as of Q1 2018.

  • Winfield Associates reported no remaining Imperial Oil position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 55 Imperial Oil shares in Q1 2018, an estimated $2K.
  • Winfield Associates first reported a position in Imperial Oil in Q1 2016 and held it in 5 quarters.
  • Winfield Associates's Imperial Oil position peaked at $3K in Q1 2017.
  • 190 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.