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Hutner Daniel Ellsworth’s ExxonMobil XOM Stock Holding History

Hutner Daniel Ellsworth’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
Q2 		$903K Sell
9,638
-260
-3% -$23K 0.77% 28
2016
Q1 		$827K Sell
9,898
-10,565
-52% -$846K 0.74% 28
2015
Q4 		$1.59M Buy
+20,463
New +$1.64M 1.49% 26

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Hutner Daniel Ellsworth's XOM Position: Q2 2016 in Review

Hutner Daniel Ellsworth reduced its ExxonMobil (XOM) stake by 2.6% in Q2 2016, selling an estimated $23K and leaving 9,638 shares worth $903K. The position accounts for 0.77% of the portfolio, ranked #28.

Hutner Daniel Ellsworth first reported a position in XOM in Q4 2015 and has held it in 3 quarters since. The position peaked at $1.59M in Q4 2015. 2,144 funds tracked by Wall St. Rank hold XOM as of Q2 2016.

  • Hutner Daniel Ellsworth held 9,638 shares of ExxonMobil worth $903K as of Q2 2016.
  • Hutner Daniel Ellsworth sold 260 ExxonMobil shares in Q2 2016, an estimated $23K.
  • ExxonMobil made up 0.77% of Hutner Daniel Ellsworth's portfolio in Q2 2016, its #28 holding.
  • Hutner Daniel Ellsworth first reported a position in ExxonMobil in Q4 2015 and has held it in 3 quarters since.
  • Hutner Daniel Ellsworth's ExxonMobil position peaked at $1.59M in Q4 2015.
  • 2,144 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2016.

Based on Hutner Daniel Ellsworth's 13F filing for Q2 2016, filed 11 Aug 2016.