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Haber Trilix Advisors’s ExxonMobil XOM Stock Holding History

Haber Trilix Advisors’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
2013
Q2 		$203K Buy
+2,250
New +$202K 0.03% 113

Other funds holding XOM

LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Haber Trilix Advisors's XOM Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in ExxonMobil (XOM) in Q2 2013: 2,250 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #113 among its holdings.

1,759 funds tracked by Wall St. Rank hold XOM as of Q2 2013.

  • Haber Trilix Advisors held 2,250 shares of ExxonMobil worth $203K as of Q2 2013.
  • ExxonMobil was a new Haber Trilix Advisors position in Q2 2013.
  • ExxonMobil made up 0.03% of Haber Trilix Advisors's portfolio in Q2 2013, its #113 holding.
  • 1,759 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.