Efficient Advisors’s ExxonMobil XOM Stock Holding History

Efficient 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
2016 Q4	–	Sell	-4,115	Closed	-$359K	–	72
2016 Q3	$359K	Buy	+4,115	New	+$365K	0.05%	63

Other funds holding XOM

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Efficient Advisors's XOM Position: Q4 2016 in Review

Efficient Advisors sold out of ExxonMobil (XOM) in Q4 2016, closing a stake of 4,115 shares — an estimated $359K sold.

Efficient Advisors first reported a position in XOM in Q3 2016 and held it in 1 quarter. The position peaked at $359K in Q3 2016. 2,231 funds tracked by Wall St. Rank hold XOM as of Q4 2016.

Efficient Advisors reported no remaining ExxonMobil position as of Q4 2016 after selling out during the quarter.
Efficient Advisors sold 4,115 ExxonMobil shares in Q4 2016, an estimated $359K.
Efficient Advisors first reported a position in ExxonMobil in Q3 2016 and held it in 1 quarter.
Efficient Advisors's ExxonMobil position peaked at $359K in Q3 2016.
2,231 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2016.

Based on Efficient Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.