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Cetera Investment Management’s ExxonMobil XOM Stock Holding History

Cetera Investment 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
Q1 		– Sell
-2,460
Closed -$222K – 111
2016
Q4 		$222K Hold
2,460
– – 0.17% 100
2016
Q3 		$215K Sell
2,460
-858
-26% -$76.1K 0.14% 108
2016
Q2 		$311K Sell
3,318
-1,810
-35% -$160K 0.18% 97
2016
Q1 		$429K Sell
5,128
-8,027
-61% -$643K 0.22% 98
2015
Q4 		$1.03M Buy
+13,155
New +$1.05M 0.41% 90

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

Cetera Investment Management's XOM Position: Q1 2017 in Review

Cetera Investment Management sold out of ExxonMobil (XOM) in Q1 2017, closing a stake of 2,460 shares — an estimated $222K sold.

Cetera Investment Management first reported a position in XOM in Q4 2015 and held it in 5 quarters. The position peaked at $1.03M in Q4 2015. 2,218 funds tracked by Wall St. Rank hold XOM as of Q1 2017.

  • Cetera Investment Management reported no remaining ExxonMobil position as of Q1 2017 after selling out during the quarter.
  • Cetera Investment Management sold 2,460 ExxonMobil shares in Q1 2017, an estimated $222K.
  • Cetera Investment Management first reported a position in ExxonMobil in Q4 2015 and held it in 5 quarters.
  • Cetera Investment Management's ExxonMobil position peaked at $1.03M in Q4 2015.
  • 2,218 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2017.

Based on Cetera Investment Management's 13F filing for Q1 2017, filed 15 May 2017.