Boston Standard Wealth Management’s ExxonMobil XOM Stock Holding History

Boston Standard Wealth 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
2015 Q1	–	Sell	-2,408	Closed	-$216K	–	28
2014 Q4	$216K	Buy	+2,408	New	+$225K	0.21%	25

Other funds holding XOM

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

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

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Boston Standard Wealth Management's XOM Position: Q1 2015 in Review

Boston Standard Wealth Management sold out of ExxonMobil (XOM) in Q1 2015, closing a stake of 2,408 shares — an estimated $216K sold.

Boston Standard Wealth Management first reported a position in XOM in Q4 2014 and held it in 1 quarter. The position peaked at $216K in Q4 2014. 2,059 funds tracked by Wall St. Rank hold XOM as of Q1 2015.

Boston Standard Wealth Management reported no remaining ExxonMobil position as of Q1 2015 after selling out during the quarter.
Boston Standard Wealth Management sold 2,408 ExxonMobil shares in Q1 2015, an estimated $216K.
Boston Standard Wealth Management first reported a position in ExxonMobil in Q4 2014 and held it in 1 quarter.
Boston Standard Wealth Management's ExxonMobil position peaked at $216K in Q4 2014.
2,059 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2015.

Based on Boston Standard Wealth Management's 13F filing for Q1 2015, filed 15 Apr 2015.