FourPoints Investment Managers’s ExxonMobil XOM Stock Holding History

FourPoints Investment Managers’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
2017 Q1	$1.15M	Sell	14,000 -800	-5%	-$66.8K	1.2%	42
2016 Q4	$1.34M	Hold	14,800	–	–	1.18%	43
2016 Q3	$1.29M	Sell	14,800 -3,000	-17%	-$266K	0.98%	42
2016 Q2	$1.67M	Sell	17,800 -14,100	-44%	-$1.25M	1.17%	40
2016 Q1	$2.67M	Sell	31,900 -9,300	-23%	-$745K	1.66%	31
2015 Q4	$3.21M	Sell	41,200 -6,400	-13%	-$512K	1.36%	32
2015 Q3	$3.54M	Buy	+47,600	New	+$3.67M	1.42%	28
2014 Q4	–	Sell	-77,000	Closed	-$7.24M	–	80
2014 Q3	$7.24M	Sell	77,000 -42,700	-36%	-$4.25M	0.84%	40
2014 Q2	$12.1M	Sell	119,700 -86,826	-42%	-$8.76M	1.14%	39
2014 Q1	$20.2M	Sell	206,526 -15,473	-7%	-$1.47M	1.93%	30
2013 Q4	$22.5M	Sell	221,999 -81,198	-27%	-$7.51M	2.11%	28
2013 Q3	$26.1M	Buy	303,197 +48,339	+19%	+$4.36M	2.27%	24
2013 Q2	$23M	Buy	+254,858	New	+$22.9M	2.3%	29

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

FourPoints Investment Managers's XOM Position: Q1 2017 in Review

FourPoints Investment Managers reduced its ExxonMobil (XOM) stake by 5.4% in Q1 2017, selling an estimated $66.8K and leaving 14,000 shares worth $1.15M. The position accounts for 1.2% of the portfolio, ranked #42.

FourPoints Investment Managers first reported a position in XOM in Q2 2013 and has held it in 13 quarters since. The position peaked at $26.1M in Q3 2013. 2,218 funds tracked by Wall St. Rank hold XOM as of Q1 2017.

FourPoints Investment Managers held 14,000 shares of ExxonMobil worth $1.15M as of Q1 2017.
FourPoints Investment Managers sold 800 ExxonMobil shares in Q1 2017, an estimated $66.8K.
ExxonMobil made up 1.2% of FourPoints Investment Managers's portfolio in Q1 2017, its #42 holding.
FourPoints Investment Managers first reported a position in ExxonMobil in Q2 2013 and has held it in 13 quarters since.
FourPoints Investment Managers's ExxonMobil position peaked at $26.1M in Q3 2013.
2,218 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2017.

Based on FourPoints Investment Managers's 13F filing for Q1 2017, filed 15 May 2017.