Gupta Wealth Management’s ExxonMobil XOM Stock Holding History

Gupta Wealth Management’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
2016 Q1	$1.48M	Buy	17,752 +1,037	+6%	+$83K	0.35%	69
2015 Q4	$1.3M	Sell	16,715 -10,778	-39%	-$862K	0.33%	68
2015 Q3	$2.04M	Buy	27,493 +3,368	+14%	+$260K	0.5%	49
2015 Q2	$2.01M	Buy	24,125 +2,253	+10%	+$194K	0.49%	53
2015 Q1	$1.86M	Buy	+21,872	New	+$1.94M	0.55%	53

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 16.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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

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

Norges Bank Oslo, Norway $935B AUM

Gupta Wealth Management's XOM Position: Q1 2016 in Review

Gupta Wealth Management increased its ExxonMobil (XOM) stake by 6.2% in Q1 2016, buying an estimated $83K and bringing the position to 17,752 shares worth $1.48M. The position accounts for 0.35% of the portfolio, ranked #69.

Gupta Wealth Management first reported a position in XOM in Q1 2015 and has held it in 5 quarters since. The position peaked at $2.04M in Q3 2015. 2,131 funds tracked by Wall St. Rank hold XOM as of Q1 2016.

Gupta Wealth Management held 17,752 shares of ExxonMobil worth $1.48M as of Q1 2016.
Gupta Wealth Management bought 1,037 ExxonMobil shares in Q1 2016, an estimated $83K.
ExxonMobil made up 0.35% of Gupta Wealth Management's portfolio in Q1 2016, its #69 holding.
Gupta Wealth Management first reported a position in ExxonMobil in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's ExxonMobil position peaked at $2.04M in Q3 2015.
2,131 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.