Holt-Smith Advisors’s ExxonMobil XOM Stock Holding History

Holt-Smith 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	$1.41M	Buy	+15,653	New	+$1.41M	1.99%	7

Other funds holding XOM

Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Holt-Smith Advisors's XOM Position: Q2 2013 in Review

Holt-Smith Advisors opened a new position in ExxonMobil (XOM) in Q2 2013: 15,653 shares worth $1.41M. The stake represents 1.99% of the portfolio and ranks #7 among its holdings.

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

Holt-Smith Advisors held 15,653 shares of ExxonMobil worth $1.41M as of Q2 2013.
ExxonMobil was a new Holt-Smith Advisors position in Q2 2013.
ExxonMobil made up 1.99% of Holt-Smith Advisors's portfolio in Q2 2013, its #7 holding.
1,759 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2013.

Based on Holt-Smith Advisors's 13F filing for Q2 2013, filed 1 Aug 2013.