FinTrust Investment Advisory Services’s ExxonMobil XOM Stock Holding History

FinTrust Investment Advisory Services’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
2018 Q1	$1.72M	Sell	23,013 -555	-2%	-$44.4K	1.57%	12
2017 Q4	$1.97M	Buy	23,568 +148	+0.6%	+$12.2K	1.74%	13
2017 Q3	$1.92M	Buy	+23,420	New	+$1.86M	1.84%	13
2013 Q3	$1.14M	Sell	13,204 -45	-0.3%	-$4.06K	2.34%	7
2013 Q2	$1.2M	Buy	+13,249	New	+$1.19M	2.06%	8

Other funds holding XOM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

FinTrust Investment Advisory Services's XOM Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its ExxonMobil (XOM) stake by 2.4% in Q1 2018, selling an estimated $44.4K and leaving 23,013 shares worth $1.72M. The position accounts for 1.57% of the portfolio, ranked #12.

FinTrust Investment Advisory Services first reported a position in XOM in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.97M in Q4 2017. 2,430 funds tracked by Wall St. Rank hold XOM as of Q1 2018.

FinTrust Investment Advisory Services held 23,013 shares of ExxonMobil worth $1.72M as of Q1 2018.
FinTrust Investment Advisory Services sold 555 ExxonMobil shares in Q1 2018, an estimated $44.4K.
ExxonMobil made up 1.57% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #12 holding.
FinTrust Investment Advisory Services first reported a position in ExxonMobil in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's ExxonMobil position peaked at $1.97M in Q4 2017.
2,430 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.