Detwiler Fenton Investment Management’s ExxonMobil XOM Stock Holding History

Detwiler Fenton Investment 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
2015 Q1	–	Sell	-5,728	Closed	-$530K	–	92
2014 Q4	$530K	Buy	+5,728	New	+$534K	0.6%	30
2014 Q3	–	Sell	-3,250	Closed	-$327K	–	103
2014 Q2	$327K	Sell	3,250 -750	-19%	-$75.7K	0.26%	79
2014 Q1	$391K	Hold	4,000	–	–	0.34%	55
2013 Q4	$405K	Sell	4,000 -100	-2%	-$9.25K	0.36%	65
2013 Q3	$353K	Hold	4,100	–	–	0.31%	76
2013 Q2	$370K	Buy	+4,100	New	+$369K	0.38%	66

Other funds holding XOM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Detwiler Fenton Investment Management's XOM Position: Q1 2015 in Review

Detwiler Fenton Investment Management sold out of ExxonMobil (XOM) in Q1 2015, closing a stake of 5,728 shares — an estimated $530K sold.

Detwiler Fenton Investment Management first reported a position in XOM in Q2 2013 and held it in 6 quarters. The position peaked at $530K in Q4 2014. 2,059 funds tracked by Wall St. Rank hold XOM as of Q1 2015.

Detwiler Fenton Investment Management reported no remaining ExxonMobil position as of Q1 2015 after selling out during the quarter.
Detwiler Fenton Investment Management sold 5,728 ExxonMobil shares in Q1 2015, an estimated $530K.
Detwiler Fenton Investment Management first reported a position in ExxonMobil in Q2 2013 and held it in 6 quarters.
Detwiler Fenton Investment Management's ExxonMobil position peaked at $530K in Q4 2014.
2,059 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2015.

Based on Detwiler Fenton Investment Management's 13F filing for Q1 2015, filed 7 May 2015.