Fusion Investment Group’s ExxonMobil XOM Stock Holding History

Fusion Investment Group’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
2015 Q4	–	Sell	-843	Closed	-$63K	–	157
2015 Q3	$63K	Sell	843 -336	-28%	-$25.9K	0.15%	91
2015 Q2	$98K	Buy	+1,179	New	+$101K	0.08%	119
2014 Q4	–	Sell	-1,455	Closed	-$137K	–	207
2014 Q3	$137K	Sell	1,455 -2,073	-59%	-$206K	0.12%	89
2014 Q2	$355K	Buy	3,528 +1,726	+96%	+$174K	0.31%	57
2014 Q1	$176K	Sell	1,802 -20,427	-92%	-$1.95M	0.18%	77
2013 Q4	$2.25M	Buy	+22,229	New	+$2.06M	1.66%	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

BIT

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

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

BFA

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fusion Investment Group's XOM Position: Q4 2015 in Review

Fusion Investment Group sold out of ExxonMobil (XOM) in Q4 2015, closing a stake of 843 shares — an estimated $63K sold.

Fusion Investment Group first reported a position in XOM in Q4 2013 and held it in 6 quarters. The position peaked at $2.25M in Q4 2013. 2,118 funds tracked by Wall St. Rank hold XOM as of Q4 2015.

Fusion Investment Group reported no remaining ExxonMobil position as of Q4 2015 after selling out during the quarter.
Fusion Investment Group sold 843 ExxonMobil shares in Q4 2015, an estimated $63K.
Fusion Investment Group first reported a position in ExxonMobil in Q4 2013 and held it in 6 quarters.
Fusion Investment Group's ExxonMobil position peaked at $2.25M in Q4 2013.
2,118 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.