DGI
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Disciplined Growth Investors’s ExxonMobil XOM Stock Holding History

Disciplined Growth Investors’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
2014
Q3 		– Sell
-4,630
Closed -$466K – 105
2014
Q2 		$466K Buy
+4,630
New +$467K 0.01% 96

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Disciplined Growth Investors's XOM Position: Q3 2014 in Review

Disciplined Growth Investors sold out of ExxonMobil (XOM) in Q3 2014, closing a stake of 4,630 shares — an estimated $466K sold.

Disciplined Growth Investors first reported a position in XOM in Q2 2014 and held it in 1 quarter. The position peaked at $466K in Q2 2014. 1,929 funds tracked by Wall St. Rank hold XOM as of Q3 2014.

  • Disciplined Growth Investors reported no remaining ExxonMobil position as of Q3 2014 after selling out during the quarter.
  • Disciplined Growth Investors sold 4,630 ExxonMobil shares in Q3 2014, an estimated $466K.
  • Disciplined Growth Investors first reported a position in ExxonMobil in Q2 2014 and held it in 1 quarter.
  • Disciplined Growth Investors's ExxonMobil position peaked at $466K in Q2 2014.
  • 1,929 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2014.

Based on Disciplined Growth Investors's 13F filing for Q3 2014, filed 12 Nov 2014.