Clarfeld Financial Advisors’s ExxonMobil XOM Stock Holding History

Clarfeld Financial 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
2018 Q4	$101K	Buy	+1,471	New	+$115K	0.08%	67

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clarfeld Financial Advisors's XOM Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in ExxonMobil (XOM) in Q4 2018: 1,471 shares worth $101K. The stake represents 0.08% of the portfolio and ranks #67 among its holdings.

2,571 funds tracked by Wall St. Rank hold XOM as of Q4 2018.

Clarfeld Financial Advisors held 1,471 shares of ExxonMobil worth $101K as of Q4 2018.
ExxonMobil was a new Clarfeld Financial Advisors position in Q4 2018.
ExxonMobil made up 0.08% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #67 holding.
2,571 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.