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Bruderman Asset Management’s ExxonMobil XOM Stock Holding History

Bruderman Asset 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
2019
Q4 		– Sell
-16,945
Closed -$1.2M – 117
2019
Q3 		$1.2M Sell
16,945
-1,485
-8% -$107K 0.3% 67
2019
Q2 		$1.41M Sell
18,430
-14,337
-44% -$1.11M 0.33% 60
2019
Q1 		$2.65M Sell
32,767
-1,222
-4% -$93.2K 0.58% 47
2018
Q4 		$2.32M Buy
33,989
+25,058
+281% +$1.97M 0.6% 46
2018
Q3 		$759K Sell
8,931
-437
-5% -$35.7K 0.17% 79
2018
Q2 		$775K Sell
9,368
-1,252
-12% -$99.8K 0.19% 81
2018
Q1 		$792K Buy
10,620
+31
+0.3% +$2.48K 0.19% 78
2017
Q4 		$886K Buy
10,589
+437
+4% +$36.1K 0.23% 73
2017
Q3 		$832K Sell
10,152
-441
-4% -$35K 0.22% 76
2017
Q2 		$855K Buy
10,593
+160
+2% +$13.1K 0.23% 73
2017
Q1 		$856K Sell
10,433
-1,425
-12% -$119K 0.25% 66
2016
Q4 		$1.07M Sell
11,858
-656
-5% -$57.3K 0.32% 64
2016
Q3 		$1.09M Buy
12,514
+653
+6% +$57.9K 0.33% 62
2016
Q2 		$1.11M Buy
11,861
+812
+7% +$71.8K 0.35% 60
2016
Q1 		$924K Buy
11,049
+22
+0.2% +$1.76K 0.32% 63
2015
Q4 		$860K Buy
11,027
+1,752
+19% +$140K 0.32% 57
2015
Q3 		$690K Sell
9,275
-1,835
-17% -$141K 0.27% 63
2015
Q2 		$924K Buy
11,110
+128
+1% +$11K 0.35% 58
2015
Q1 		$933K Buy
+10,982
New +$974K 0.36% 56

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bruderman Asset Management's XOM Position: Q4 2019 in Review

Bruderman Asset Management sold out of ExxonMobil (XOM) in Q4 2019, closing a stake of 16,945 shares — an estimated $1.2M sold.

Bruderman Asset Management first reported a position in XOM in Q1 2015 and held it in 19 quarters. The position peaked at $2.65M in Q1 2019. 2,733 funds tracked by Wall St. Rank hold XOM as of Q4 2019.

  • Bruderman Asset Management reported no remaining ExxonMobil position as of Q4 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 16,945 ExxonMobil shares in Q4 2019, an estimated $1.2M.
  • Bruderman Asset Management first reported a position in ExxonMobil in Q1 2015 and held it in 19 quarters.
  • Bruderman Asset Management's ExxonMobil position peaked at $2.65M in Q1 2019.
  • 2,733 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2019.

Based on Bruderman Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.