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YorkBridge Wealth Partners’s Imperial Oil IMO Stock Holding History

YorkBridge Wealth Partners’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
Q4 		– Sell
-344
Closed -$11K – 883
2017
Q3 		$11K Hold
344
– – 0.01% 621
2017
Q2 		$10K Hold
344
– – 0.01% 625
2017
Q1 		$10K Buy
+344
New +$11.1K 0.01% 616

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

YorkBridge Wealth Partners's IMO Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of Imperial Oil (IMO) in Q4 2017, closing a stake of 344 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in IMO in Q1 2017 and held it in 3 quarters. The position peaked at $11K in Q3 2017. 199 funds tracked by Wall St. Rank hold IMO as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining Imperial Oil position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 344 Imperial Oil shares in Q4 2017, an estimated $11K.
  • YorkBridge Wealth Partners first reported a position in Imperial Oil in Q1 2017 and held it in 3 quarters.
  • YorkBridge Wealth Partners's Imperial Oil position peaked at $11K in Q3 2017.
  • 199 funds tracked by Wall St. Rank held Imperial Oil as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.