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Yorktown Management & Research Company’s Imperial Oil IMO Stock Holding History

Yorktown Management & Research Company’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
2015
Q1 		– Sell
-5,700
Closed -$245K – 493
2014
Q4 		$245K Hold
5,700
– – 0.05% 306
2014
Q3 		$269K Hold
5,700
– – 0.05% 213
2014
Q2 		$300K Hold
5,700
– – 0.06% 205
2014
Q1 		$265K Buy
+5,700
New +$248K 0.05% 276

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Yorktown Management & Research Company's IMO Position: Q1 2015 in Review

Yorktown Management & Research Company sold out of Imperial Oil (IMO) in Q1 2015, closing a stake of 5,700 shares — an estimated $245K sold.

Yorktown Management & Research Company first reported a position in IMO in Q1 2014 and held it in 4 quarters. The position peaked at $300K in Q2 2014. 214 funds tracked by Wall St. Rank hold IMO as of Q1 2015.

  • Yorktown Management & Research Company reported no remaining Imperial Oil position as of Q1 2015 after selling out during the quarter.
  • Yorktown Management & Research Company sold 5,700 Imperial Oil shares in Q1 2015, an estimated $245K.
  • Yorktown Management & Research Company first reported a position in Imperial Oil in Q1 2014 and held it in 4 quarters.
  • Yorktown Management & Research Company's Imperial Oil position peaked at $300K in Q2 2014.
  • 214 funds tracked by Wall St. Rank held Imperial Oil as of Q1 2015.

Based on Yorktown Management & Research Company's 13F filing for Q1 2015, filed 23 Apr 2015.