Guardian Investor Services’s ExxonMobil XOM Stock Holding History

Guardian Investor 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
2015 Q1	$2.46M	Sell	28,968 -330	-1%	-$29.3K	1.95%	2
2014 Q4	$2.71M	Sell	29,298 -953	-3%	-$88.9K	2.15%	2
2014 Q3	$2.85M	Sell	30,251 -1,892	-6%	-$188K	2.29%	2
2014 Q2	$3.24M	Sell	32,143 -1,543	-5%	-$156K	2.49%	2
2014 Q1	$3.29M	Sell	33,686 -1,589	-5%	-$151K	2.55%	2
2013 Q4	$3.57M	Sell	35,275 -347	-1%	-$32.1K	2.71%	2
2013 Q3	$3.06M	Sell	35,622 -773	-2%	-$69.7K	2.56%	2
2013 Q2	$3.29M	Buy	+36,395	New	+$3.27M	2.82%	1

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

Guardian Investor Services's XOM Position: Q1 2015 in Review

Guardian Investor Services reduced its ExxonMobil (XOM) stake by 1.1% in Q1 2015, selling an estimated $29.3K and leaving 28,968 shares worth $2.46M. The position accounts for 1.95% of the portfolio, ranked #2.

Guardian Investor Services first reported a position in XOM in Q2 2013 and has held it in 8 quarters since. The position peaked at $3.57M in Q4 2013. 2,059 funds tracked by Wall St. Rank hold XOM as of Q1 2015.

Guardian Investor Services held 28,968 shares of ExxonMobil worth $2.46M as of Q1 2015.
Guardian Investor Services sold 330 ExxonMobil shares in Q1 2015, an estimated $29.3K.
ExxonMobil made up 1.95% of Guardian Investor Services's portfolio in Q1 2015, its #2 holding.
Guardian Investor Services first reported a position in ExxonMobil in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's ExxonMobil position peaked at $3.57M in Q4 2013.
2,059 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.