Catamount Wealth Management’s ExxonMobil XOM Stock Holding History

Catamount 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
2019 Q1	$529K	Buy	6,544 +2,490	+61%	+$190K	0.3%	28
2018 Q4	$297K	Sell	4,054 -877	-18%	-$68.8K	0.2%	32
2018 Q3	$419K	Hold	4,931	–	–	0.2%	32
2018 Q2	$392K	Buy	4,931 +866	+21%	+$69K	0.19%	33
2018 Q1	$303K	Sell	4,065 -14,757	-78%	-$1.18M	0.16%	35
2017 Q4	$1.57M	Sell	18,822 -2,399	-11%	-$198K	0.88%	24
2017 Q3	$1.74M	Buy	21,221 +494	+2%	+$39.2K	1.01%	25
2017 Q2	$1.67M	Sell	20,727 -1,078	-5%	-$88.2K	1.02%	25
2017 Q1	$1.79M	Sell	21,805 -420	-2%	-$35.1K	1.22%	20
2016 Q4	$2.01M	Buy	22,225 +6,972	+46%	+$609K	1.63%	16
2016 Q3	$1.33M	Buy	15,253 +11,430	+299%	+$1.01M	1.14%	19
2016 Q2	$358K	Hold	3,823	–	–	0.41%	24
2016 Q1	$320K	Buy	3,823 +415	+12%	+$33.2K	0.37%	20
2015 Q4	$266K	Sell	3,408 -197	-5%	-$15.7K	0.24%	23
2015 Q3	$268K	Sell	3,605 -100	-3%	-$7.71K	0.27%	19
2015 Q2	$308K	Buy	3,705 +920	+33%	+$79.1K	0.24%	29
2015 Q1	$237K	Sell	2,785 -2,001	-42%	-$177K	0.2%	31
2014 Q4	$442K	Buy	+4,786	New	+$446K	0.42%	27

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Catamount Wealth Management's XOM Position: Q1 2019 in Review

Catamount Wealth Management increased its ExxonMobil (XOM) stake by 61% in Q1 2019, buying an estimated $190K and bringing the position to 6,544 shares worth $529K. The position accounts for 0.3% of the portfolio, ranked #28.

Catamount Wealth Management first reported a position in XOM in Q4 2014 and has held it in 18 quarters since. The position peaked at $2.01M in Q4 2016. 2,558 funds tracked by Wall St. Rank hold XOM as of Q1 2019.

Catamount Wealth Management held 6,544 shares of ExxonMobil worth $529K as of Q1 2019.
Catamount Wealth Management bought 2,490 ExxonMobil shares in Q1 2019, an estimated $190K.
ExxonMobil made up 0.3% of Catamount Wealth Management's portfolio in Q1 2019, its #28 holding.
Catamount Wealth Management first reported a position in ExxonMobil in Q4 2014 and has held it in 18 quarters since.
Catamount Wealth Management's ExxonMobil position peaked at $2.01M in Q4 2016.
2,558 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.