Gary Goldberg Planning Services’s ExxonMobil XOM Stock Holding History

Gary Goldberg Planning 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
2014 Q4	$1.01M	Sell	10,955 -384	-3%	-$35.8K	0.43%	47
2014 Q3	$1.07M	Buy	11,339 +1,615	+17%	+$161K	0.44%	50
2014 Q2	$979K	Buy	9,724 +647	+7%	+$65.3K	0.43%	49
2014 Q1	$887K	Buy	9,077 +849	+10%	+$80.9K	0.43%	48
2013 Q4	$833K	Sell	8,228 -375	-4%	-$34.7K	0.48%	45
2013 Q3	$740K	Buy	8,603 +6	+0.1%	+$541	0.45%	46
2013 Q2	$777K	Buy	+8,597	New	+$774K	0.5%	41

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

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

BFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Gary Goldberg Planning Services's XOM Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its ExxonMobil (XOM) stake by 3.4% in Q4 2014, selling an estimated $35.8K and leaving 10,955 shares worth $1.01M. The position accounts for 0.43% of the portfolio, ranked #47.

Gary Goldberg Planning Services first reported a position in XOM in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.07M in Q3 2014. 2,050 funds tracked by Wall St. Rank hold XOM as of Q4 2014.

Gary Goldberg Planning Services held 10,955 shares of ExxonMobil worth $1.01M as of Q4 2014.
Gary Goldberg Planning Services sold 384 ExxonMobil shares in Q4 2014, an estimated $35.8K.
ExxonMobil made up 0.43% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #47 holding.
Gary Goldberg Planning Services first reported a position in ExxonMobil in Q2 2013 and has held it in 7 quarters since.
Gary Goldberg Planning Services's ExxonMobil position peaked at $1.07M in Q3 2014.
2,050 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.