Bridgewater Wealth & Financial Management’s ExxonMobil XOM Stock Holding History

Bridgewater Wealth & Financial 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 Q4	$7.22M	Buy	86,369 +1,212	+1%	+$100K	2.88%	16
2017 Q3	$6.98M	Sell	85,157 -2,907	-3%	-$231K	2.86%	16
2017 Q2	$7.11M	Buy	88,064 +7,045	+9%	+$576K	2.37%	13
2017 Q1	$6.64M	Sell	81,019 -9,163	-10%	-$766K	2.43%	13
2016 Q4	$8.14M	Sell	90,182 -3,446	-4%	-$301K	3.08%	7
2016 Q3	$8.17M	Sell	93,628 -3,696	-4%	-$328K	3.01%	7
2016 Q2	$9.12M	Buy	97,324 +13,851	+17%	+$1.22M	3.29%	7
2016 Q1	$6.98M	Buy	83,473 +10,489	+14%	+$840K	2.54%	17
2015 Q4	$5.69M	Buy	72,984 +7,868	+12%	+$629K	2.21%	21
2015 Q3	$4.84M	Buy	65,116 +1,765	+3%	+$136K	2.01%	24
2015 Q2	$5.27M	Buy	63,351 +1,010	+2%	+$86.8K	2.24%	20
2015 Q1	$5.3M	Buy	62,341 +645	+1%	+$57.2K	2.26%	18
2014 Q4	$5.7M	Buy	+61,696	New	+$5.75M	2.32%	16

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bridgewater Wealth & Financial Management's XOM Position: Q4 2017 in Review

Bridgewater Wealth & Financial Management increased its ExxonMobil (XOM) stake by 1.4% in Q4 2017, buying an estimated $100K and bringing the position to 86,369 shares worth $7.22M. The position accounts for 2.88% of the portfolio, ranked #16.

Bridgewater Wealth & Financial Management first reported a position in XOM in Q4 2014 and has held it in 13 quarters since. The position peaked at $9.12M in Q2 2016. 2,443 funds tracked by Wall St. Rank hold XOM as of Q4 2017.

Bridgewater Wealth & Financial Management held 86,369 shares of ExxonMobil worth $7.22M as of Q4 2017.
Bridgewater Wealth & Financial Management bought 1,212 ExxonMobil shares in Q4 2017, an estimated $100K.
ExxonMobil made up 2.88% of Bridgewater Wealth & Financial Management's portfolio in Q4 2017, its #16 holding.
Bridgewater Wealth & Financial Management first reported a position in ExxonMobil in Q4 2014 and has held it in 13 quarters since.
Bridgewater Wealth & Financial Management's ExxonMobil position peaked at $9.12M in Q2 2016.
2,443 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q4 2017, filed 13 Feb 2018.