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Columbia Capital’s ExxonMobil XOM Stock Holding History

Columbia Capital’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
2014
Q3 		– Sell
-32,371
Closed -$3.26M – 70
2014
Q2 		$3.26M Buy
32,371
+221
+0.7% +$22.3K 2.57% 5
2014
Q1 		$3.14M Buy
32,150
+213
+0.7% +$20.3K 2.25% 4
2013
Q4 		$3.23M Buy
31,937
+9,212
+41% +$852K 2.85% 5
2013
Q3 		$2.76M Sell
22,725
-7,887
-26% -$711K 2.47% 7
2013
Q2 		$2.77M Buy
+30,612
New +$2.75M 2.85% 9

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Columbia Capital's XOM Position: Q3 2014 in Review

Columbia Capital sold out of ExxonMobil (XOM) in Q3 2014, closing a stake of 32,371 shares — an estimated $3.26M sold.

Columbia Capital first reported a position in XOM in Q2 2013 and held it in 5 quarters. The position peaked at $3.26M in Q2 2014. 1,927 funds tracked by Wall St. Rank hold XOM as of Q3 2014.

  • Columbia Capital reported no remaining ExxonMobil position as of Q3 2014 after selling out during the quarter.
  • Columbia Capital sold 32,371 ExxonMobil shares in Q3 2014, an estimated $3.26M.
  • Columbia Capital first reported a position in ExxonMobil in Q2 2013 and held it in 5 quarters.
  • Columbia Capital's ExxonMobil position peaked at $3.26M in Q2 2014.
  • 1,927 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2014.

Based on Columbia Capital's 13F filing for Q3 2014, filed 16 Oct 2014.