Crow Point Partners’s ExxonMobil XOM Stock Holding History

Crow Point 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
2019 Q4	–	Sell	-22,086	Closed	-$1.58M	–	142
2019 Q3	$1.58M	Buy	+22,086	New	+$1.6M	0.23%	57
2017 Q2	–	Sell	-2,270	Closed	-$190K	–	281
2017 Q1	$190K	Buy	2,270 +559	+33%	+$46.7K	0.03%	141
2016 Q4	$154K	Sell	1,711 -2,443	-59%	-$213K	0.03%	129
2016 Q3	$359K	Buy	+4,154	New	+$369K	0.06%	93
2015 Q3	$383K	Sell	5,153 -290	-5%	-$22.3K	0.06%	130
2015 Q2	$453K	Buy	5,443 +75	+1%	+$6.45K	0.07%	128
2015 Q1	$456K	Buy	+5,368	New	+$476K	0.06%	128
2014 Q3	$111K	Sell	1,180 -4,420	-79%	-$440K	0.01%	204
2014 Q2	$547K	Hold	5,600	–	–	0.07%	119
2014 Q1	$547K	Buy	+5,600	New	+$534K	0.07%	119

Other funds holding XOM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Crow Point Partners's XOM Position: Q4 2019 in Review

Crow Point Partners sold out of ExxonMobil (XOM) in Q4 2019, closing a stake of 22,086 shares — an estimated $1.58M sold.

Crow Point Partners first reported a position in XOM in Q1 2014 and held it in 10 quarters. The position peaked at $1.58M in Q3 2019. 2,733 funds tracked by Wall St. Rank hold XOM as of Q4 2019.

Crow Point Partners reported no remaining ExxonMobil position as of Q4 2019 after selling out during the quarter.
Crow Point Partners sold 22,086 ExxonMobil shares in Q4 2019, an estimated $1.58M.
Crow Point Partners first reported a position in ExxonMobil in Q1 2014 and held it in 10 quarters.
Crow Point Partners's ExxonMobil position peaked at $1.58M in Q3 2019.
2,733 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2019.

Based on Crow Point Partners's 13F filing for Q4 2019, filed 14 Feb 2020.