First Western Capital Management’s ExxonMobil XOM Stock Holding History

First Western Capital Management’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 Q2	–	Sell	-21,700	Closed	-$1.81M	–	104
2016 Q1	$1.81M	Sell	21,700 -11,197	-34%	-$897K	0.64%	67
2015 Q4	$2.56M	Sell	32,897 -624	-2%	-$49.9K	0.8%	58
2015 Q3	$2.49M	Buy	+33,521	New	+$2.58M	0.83%	56
2015 Q2	–	Sell	-8,723	Closed	-$741K	–	128
2015 Q1	$741K	Sell	8,723 -906	-9%	-$80.3K	0.22%	97
2014 Q4	$890K	Buy	9,629 +301	+3%	+$28.1K	0.26%	101
2014 Q3	$877K	Buy	+9,328	New	+$929K	0.26%	109

Other funds holding XOM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

First Western Capital Management's XOM Position: Q2 2016 in Review

First Western Capital Management sold out of ExxonMobil (XOM) in Q2 2016, closing a stake of 21,700 shares — an estimated $1.81M sold.

First Western Capital Management first reported a position in XOM in Q3 2014 and held it in 6 quarters. The position peaked at $2.56M in Q4 2015. 2,145 funds tracked by Wall St. Rank hold XOM as of Q2 2016.

First Western Capital Management reported no remaining ExxonMobil position as of Q2 2016 after selling out during the quarter.
First Western Capital Management sold 21,700 ExxonMobil shares in Q2 2016, an estimated $1.81M.
First Western Capital Management first reported a position in ExxonMobil in Q3 2014 and held it in 6 quarters.
First Western Capital Management's ExxonMobil position peaked at $2.56M in Q4 2015.
2,145 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2016.

Based on First Western Capital Management's 13F filing for Q2 2016, filed 12 Jul 2016.