CPP
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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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return