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Cynosure Advisors’s ExxonMobil XOM Stock Holding History

Cynosure Advisors’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
2018
Q3 		– Sell
-7,783
Closed -$644K – 197
2018
Q2 		$644K Sell
7,783
-211
-3% -$16.8K 0.18% 70
2018
Q1 		$597K Sell
7,994
-8,443
-51% -$675K 0.15% 78
2017
Q4 		$1.38M Buy
+16,437
New +$1.36M 0.32% 28

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cynosure Advisors's XOM Position: Q3 2018 in Review

Cynosure Advisors sold out of ExxonMobil (XOM) in Q3 2018, closing a stake of 7,783 shares — an estimated $644K sold.

Cynosure Advisors first reported a position in XOM in Q4 2017 and held it in 3 quarters. The position peaked at $1.38M in Q4 2017. 2,424 funds tracked by Wall St. Rank hold XOM as of Q3 2018.

  • Cynosure Advisors reported no remaining ExxonMobil position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 7,783 ExxonMobil shares in Q3 2018, an estimated $644K.
  • Cynosure Advisors first reported a position in ExxonMobil in Q4 2017 and held it in 3 quarters.
  • Cynosure Advisors's ExxonMobil position peaked at $1.38M in Q4 2017.
  • 2,424 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.