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Winslow Evans & Crocker’s Imperial Oil IMO Stock Holding History

Winslow Evans & Crocker’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
2014
Q1 		– Sell
-50
Closed -$2K – 1339
2013
Q4 		$2K Buy
+50
New +$2.18K ﹤0.01% 1284

Other funds holding IMO

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Winslow Evans & Crocker's IMO Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of Imperial Oil (IMO) in Q1 2014, closing a stake of 50 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in IMO in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 217 funds tracked by Wall St. Rank hold IMO as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining Imperial Oil position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 50 Imperial Oil shares in Q1 2014, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in Imperial Oil in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's Imperial Oil position peaked at $2K in Q4 2013.
  • 217 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.