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Capital Impact Advisors’s ExxonMobil XOM Stock Holding History

Capital Impact 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
2017
Q1 		– Sell
-18,463
Closed -$1.67M – 229
2016
Q4 		$1.67M Hold
18,463
– – 0.69% 21
2016
Q3 		$1.61M Hold
18,463
– – 0.7% 16
2016
Q2 		$1.73M Buy
+18,463
New +$1.63M 0.81% 10

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Capital Impact Advisors's XOM Position: Q1 2017 in Review

Capital Impact Advisors sold out of ExxonMobil (XOM) in Q1 2017, closing a stake of 18,463 shares — an estimated $1.67M sold.

Capital Impact Advisors first reported a position in XOM in Q2 2016 and held it in 3 quarters. The position peaked at $1.73M in Q2 2016. 2,218 funds tracked by Wall St. Rank hold XOM as of Q1 2017.

  • Capital Impact Advisors reported no remaining ExxonMobil position as of Q1 2017 after selling out during the quarter.
  • Capital Impact Advisors sold 18,463 ExxonMobil shares in Q1 2017, an estimated $1.67M.
  • Capital Impact Advisors first reported a position in ExxonMobil in Q2 2016 and held it in 3 quarters.
  • Capital Impact Advisors's ExxonMobil position peaked at $1.73M in Q2 2016.
  • 2,218 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2017.

Based on Capital Impact Advisors's 13F filing for Q1 2017, filed 19 Apr 2017.