Girard Securities’s ExxonMobil XOM Stock Holding History

Girard Securities’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 Q4	–	Sell	-4,213	Closed	-$345K	–	127
2017 Q3	$345K	Sell	4,213 -17,021	-80%	-$1.35M	0.3%	72
2017 Q2	$1.72M	Sell	21,234 -1,113	-5%	-$91.1K	1.29%	17
2017 Q1	$1.83M	Buy	22,347 +3,078	+16%	+$257K	1.57%	10
2016 Q4	$1.74M	Buy	19,269 +1,021	+6%	+$89.2K	1.51%	9
2016 Q3	$1.59M	Sell	18,248 -2,850	-14%	-$253K	1.63%	9
2016 Q2	$1.97M	Buy	21,098 +1,027	+5%	+$90.8K	1.81%	7
2016 Q1	$1.68M	Buy	20,071 +321	+2%	+$25.7K	1.65%	8
2015 Q4	$1.54M	Buy	+19,750	New	+$1.58M	1.53%	10

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Girard Securities's XOM Position: Q4 2017 in Review

Girard Securities sold out of ExxonMobil (XOM) in Q4 2017, closing a stake of 4,213 shares — an estimated $345K sold.

Girard Securities first reported a position in XOM in Q4 2015 and held it in 8 quarters. The position peaked at $1.97M in Q2 2016. 2,443 funds tracked by Wall St. Rank hold XOM as of Q4 2017.

Girard Securities reported no remaining ExxonMobil position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 4,213 ExxonMobil shares in Q4 2017, an estimated $345K.
Girard Securities first reported a position in ExxonMobil in Q4 2015 and held it in 8 quarters.
Girard Securities's ExxonMobil position peaked at $1.97M in Q2 2016.
2,443 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.