Cornerstone Financial Partners’s ExxonMobil XOM Stock Holding History

Cornerstone Financial Partners’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 Q4	$1.6M	Buy	19,107 +10,864	+132%	+$899K	0.52%	45
2017 Q3	$676K	Sell	8,243 -1,998	-20%	-$159K	0.26%	64
2017 Q2	$827K	Buy	10,241 +2	+0%	+$164	0.33%	58
2017 Q1	$839K	Buy	10,239 +768	+8%	+$64.2K	0.28%	71
2016 Q4	$854K	Buy	9,471 +40	+0.4%	+$3.5K	0.27%	74
2016 Q3	$823K	Hold	9,431	–	–	0.29%	67
2016 Q2	$885K	Sell	9,431 -274	-3%	-$24.2K	0.31%	71
2016 Q1	$810K	Sell	9,705 -8,623	-47%	-$691K	0.31%	86
2015 Q4	$1.43M	Buy	+18,328	New	+$1.47M	0.53%	52

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Cornerstone Financial Partners's XOM Position: Q4 2017 in Review

Cornerstone Financial Partners increased its ExxonMobil (XOM) stake by 132% in Q4 2017, buying an estimated $899K and bringing the position to 19,107 shares worth $1.6M. The position accounts for 0.52% of the portfolio, ranked #45.

Cornerstone Financial Partners first reported a position in XOM in Q4 2015 and has held it in 9 quarters since. 2,444 funds tracked by Wall St. Rank hold XOM as of Q4 2017.

Cornerstone Financial Partners held 19,107 shares of ExxonMobil worth $1.6M as of Q4 2017.
Cornerstone Financial Partners bought 10,864 ExxonMobil shares in Q4 2017, an estimated $899K.
ExxonMobil made up 0.52% of Cornerstone Financial Partners's portfolio in Q4 2017, its #45 holding.
Cornerstone Financial Partners first reported a position in ExxonMobil in Q4 2015 and has held it in 9 quarters since.
2,444 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.