Forester Capital Management’s ExxonMobil XOM Stock Holding History

Forester 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 Q4	–	Sell	-15,570	Closed	-$1.36M	–	61
2016 Q3	$1.36M	Buy	+15,570	New	+$1.38M	1.27%	29
2016 Q2	–	Sell	-22,812	Closed	-$1.94M	–	59
2016 Q1	$1.94M	Sell	22,812 -2,740	-11%	-$219K	1.81%	27
2015 Q4	$1.99M	Sell	25,552 -6,830	-21%	-$546K	1.8%	26
2015 Q3	$2.41M	Sell	32,382 -1,700	-5%	-$131K	2.22%	24
2015 Q2	$2.84M	Buy	34,082 +2,921	+9%	+$251K	2.3%	23
2015 Q1	$2.65M	Buy	31,161 +500	+2%	+$44.3K	2.12%	25
2014 Q4	$2.83M	Sell	30,661 -7,800	-20%	-$727K	2.14%	23
2014 Q3	$3.62M	Sell	38,461 -7,160	-16%	-$713K	2.82%	18
2014 Q2	$4.59M	Hold	45,621	–	–	3.6%	12
2014 Q1	$4.46M	Sell	45,621 -5,350	-10%	-$510K	3.46%	16
2013 Q4	$5.16M	Sell	50,971 -3,860	-7%	-$357K	4.1%	4
2013 Q3	$4.72M	Sell	54,831 -20	-0%	-$1.8K	3.75%	11
2013 Q2	$4.96M	Buy	+54,851	New	+$4.94M	3.97%	11

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

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Bank of New York Mellon

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

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

Bank of America

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

T. Rowe Price Associates

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

Geode Capital Management

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