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Ancora Family Wealth Advisors’s ExxonMobil XOM Stock Holding History

Ancora Family Wealth Advisors’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
2016
Q3 		$6.49M Buy
74,338
+4,352
+6% +$386K 2.21% 4
2016
Q2 		$6.56M Buy
69,986
+1,454
+2% +$129K 2.48% 3
2016
Q1 		$5.73M Buy
68,532
+3,046
+5% +$244K 2.33% 5
2015
Q4 		$5.11M Sell
65,486
-2,106
-3% -$168K 2.18% 5
2015
Q3 		$5.03M Buy
+67,592
New +$5.21M 2.09% 6

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Ancora Family Wealth Advisors's XOM Position: Q3 2016 in Review

Ancora Family Wealth Advisors increased its ExxonMobil (XOM) stake by 6.2% in Q3 2016, buying an estimated $386K and bringing the position to 74,338 shares worth $6.49M. The position accounts for 2.21% of the portfolio, ranked #4.

Ancora Family Wealth Advisors first reported a position in XOM in Q3 2015 and has held it in 5 quarters since. The position peaked at $6.56M in Q2 2016. 2,124 funds tracked by Wall St. Rank hold XOM as of Q3 2016.

  • Ancora Family Wealth Advisors held 74,338 shares of ExxonMobil worth $6.49M as of Q3 2016.
  • Ancora Family Wealth Advisors bought 4,352 ExxonMobil shares in Q3 2016, an estimated $386K.
  • ExxonMobil made up 2.21% of Ancora Family Wealth Advisors's portfolio in Q3 2016, its #4 holding.
  • Ancora Family Wealth Advisors first reported a position in ExxonMobil in Q3 2015 and has held it in 5 quarters since.
  • Ancora Family Wealth Advisors's ExxonMobil position peaked at $6.56M in Q2 2016.
  • 2,124 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2016.

Based on Ancora Family Wealth Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.