Emerson Investment Management’s Exxon Mobil XOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
$4.86M Sell
58,143
-396
-0.7% -$33.1K 0.92% 50
2015
Q4
$4.56M Sell
58,539
-2,809
-5% -$219K 0.89% 52
2015
Q3
$4.56M Sell
61,348
-3,125
-5% -$232K 0.91% 51
2015
Q2
$5.36M Sell
64,473
-4,378
-6% -$364K 1% 44
2015
Q1
$5.85M Sell
68,851
-1,300
-2% -$110K 1.07% 37
2014
Q4
$6.49M Buy
70,151
+87
+0.1% +$8.04K 1.26% 27
2014
Q3
$6.59M Buy
70,064
+2,794
+4% +$263K 1.3% 24
2014
Q2
$6.77M Sell
67,270
-154
-0.2% -$15.5K 1.33% 22
2014
Q1
$6.59M Buy
67,424
+1,524
+2% +$149K 1.35% 23
2013
Q4
$6.67M Sell
65,900
-390
-0.6% -$39.5K 1.4% 25
2013
Q3
$5.7M Sell
66,290
-610
-0.9% -$52.5K 1.28% 27
2013
Q2
$6.04M Buy
+66,900
New +$6.04M 1.4% 26