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EisnerAmper Wealth Management Corporate Benefits’s ExxonMobil XOM Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
Q4 		– Sell
-11,667
Closed -$867K – 80
2015
Q3 		$867K Buy
11,667
+6,695
+135% +$516K 0.61% 29
2015
Q2 		$414K Buy
+4,972
New +$427K 0.32% 60

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's XOM Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of ExxonMobil (XOM) in Q4 2015, closing a stake of 11,667 shares — an estimated $867K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in XOM in Q2 2015 and held it in 2 quarters. The position peaked at $867K in Q3 2015. 2,117 funds tracked by Wall St. Rank hold XOM as of Q4 2015.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining ExxonMobil position as of Q4 2015 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 11,667 ExxonMobil shares in Q4 2015, an estimated $867K.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in ExxonMobil in Q2 2015 and held it in 2 quarters.
  • EisnerAmper Wealth Management Corporate Benefits's ExxonMobil position peaked at $867K in Q3 2015.
  • 2,117 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.