Alta Capital Management’s ExxonMobil XOM Stock Holding History

Alta Capital Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-2,538	Closed	-$204K	–	86
2017 Q2	$204K	Hold	2,538	–	–	0.01%	84
2017 Q1	$208K	Sell	2,538 -1,302	-34%	-$109K	0.01%	82
2016 Q4	$346K	Sell	3,840 -381	-9%	-$33.3K	0.02%	72
2016 Q3	$368K	Hold	4,221	–	–	0.02%	71
2016 Q2	$395K	Sell	4,221 -1,056	-20%	-$93.4K	0.02%	70
2016 Q1	$441K	Sell	5,277 -559	-10%	-$44.8K	0.03%	71
2015 Q4	$454K	Sell	5,836 -100	-2%	-$7.99K	0.04%	72
2015 Q3	$441K	Sell	5,936 -893	-13%	-$68.8K	0.04%	72
2015 Q2	$568K	Buy	6,829 +1,880	+38%	+$162K	0.05%	69
2015 Q1	$420K	Sell	4,949 -1,062	-18%	-$94.2K	0.04%	69
2014 Q4	$555K	Buy	6,011 +6	+0.1%	+$560	0.05%	67
2014 Q3	$564K	Buy	6,005 +70	+1%	+$6.97K	0.05%	64
2014 Q2	$597K	Sell	5,935 -668	-10%	-$67.4K	0.06%	67
2014 Q1	$644K	Buy	6,603 +132	+2%	+$12.6K	0.06%	66
2013 Q4	$654K	Sell	6,471 -139	-2%	-$12.9K	0.07%	64
2013 Q3	$568K	Buy	6,610 +3	+0%	+$270	0.07%	63
2013 Q2	$596K	Buy	+6,607	New	+$595K	0.08%	62

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alta Capital Management's XOM Position: Q3 2017 in Review

Alta Capital Management sold out of ExxonMobil (XOM) in Q3 2017, closing a stake of 2,538 shares — an estimated $204K sold.

Alta Capital Management first reported a position in XOM in Q2 2013 and held it in 17 quarters. The position peaked at $654K in Q4 2013. 2,210 funds tracked by Wall St. Rank hold XOM as of Q3 2017.

Alta Capital Management reported no remaining ExxonMobil position as of Q3 2017 after selling out during the quarter.
Alta Capital Management sold 2,538 ExxonMobil shares in Q3 2017, an estimated $204K.
Alta Capital Management first reported a position in ExxonMobil in Q2 2013 and held it in 17 quarters.
Alta Capital Management's ExxonMobil position peaked at $654K in Q4 2013.
2,210 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2017.

Based on Alta Capital Management's 13F filing for Q3 2017, filed 19 Oct 2017.