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Woodley Farra Manion Portfolio Management’s Imperial Oil IMO Stock Holding History

Woodley Farra Manion Portfolio Management’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
2020
Q3 		– Sell
-300
Closed -$5K – 232
2020
Q2 		$5K Hold
300
– – ﹤0.01% 325
2020
Q1 		$3K Hold
300
– – ﹤0.01% 343
2019
Q4 		$8K Buy
+300
New +$7.59K ﹤0.01% 295

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's IMO Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Imperial Oil (IMO) in Q3 2020, closing a stake of 300 shares — an estimated $5K sold.

Woodley Farra Manion Portfolio Management first reported a position in IMO in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 170 funds tracked by Wall St. Rank hold IMO as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Imperial Oil position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 300 Imperial Oil shares in Q3 2020, an estimated $5K.
  • Woodley Farra Manion Portfolio Management first reported a position in Imperial Oil in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's Imperial Oil position peaked at $8K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held Imperial Oil as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.