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Concert Wealth Management’s ExxonMobil XOM Stock Holding History

Concert 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
2017
Q3 		– Sell
-7,624
Closed -$613K – 152
2017
Q2 		$613K Sell
7,624
-17,991
-70% -$1.47M 0.6% 50
2017
Q1 		$2.31M Sell
25,615
-4,415
-15% -$369K 0.52% 37
2016
Q4 		$2.71M Sell
30,030
-65,929
-69% -$5.76M 0.6% 25
2016
Q3 		$8.37M Buy
95,959
+7,790
+9% +$691K 1.02% 9
2016
Q2 		$8.25M Buy
88,169
+6,877
+8% +$608K 1.12% 9
2016
Q1 		$6.79M Buy
81,292
+1,619
+2% +$130K 0.91% 13
2015
Q4 		$6.23M Buy
79,673
+4,531
+6% +$362K 0.83% 16
2015
Q3 		$5.58M Buy
75,142
+2,933
+4% +$226K 0.76% 19
2015
Q2 		$5.99M Buy
72,209
+1,291
+2% +$111K 0.77% 17
2015
Q1 		$2.91M Buy
70,918
+5,221
+8% +$463K 0.83% 16
2014
Q4 		$6.07M Buy
65,697
+32,749
+99% +$3.05M 0.93% 11
2014
Q3 		$3.1M Sell
32,948
-390
-1% -$38.8K 0.42% 17
2014
Q2 		$3.3M Buy
33,338
+192
+0.6% +$19.4K 0.4% 16
2014
Q1 		$3.24M Sell
33,146
-1,006
-3% -$95.9K 0.4% 17
2013
Q4 		$3.45M Sell
34,152
-3,450
-9% -$319K 0.44% 13
2013
Q3 		$3.26M Buy
37,602
+3,294
+10% +$297K 0.46% 15
2013
Q2 		$3.1M Buy
+34,308
New +$3.09M 0.46% 17

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Concert Wealth Management's XOM Position: Q3 2017 in Review

Concert Wealth Management sold out of ExxonMobil (XOM) in Q3 2017, closing a stake of 7,624 shares — an estimated $613K sold.

Concert Wealth Management first reported a position in XOM in Q2 2013 and held it in 17 quarters. The position peaked at $8.37M in Q3 2016. 2,210 funds tracked by Wall St. Rank hold XOM as of Q3 2017.

  • Concert Wealth Management reported no remaining ExxonMobil position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 7,624 ExxonMobil shares in Q3 2017, an estimated $613K.
  • Concert Wealth Management first reported a position in ExxonMobil in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's ExxonMobil position peaked at $8.37M in Q3 2016.
  • 2,210 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.