Investors Capital Advisory Services’s ExxonMobil XOM Stock Holding History

Investors Capital Advisory 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
2016 Q2	$4.79M	Buy	51,108 +1,085	+2%	+$95.9K	0.92%	8
2016 Q1	$4.18M	Sell	50,023 -1,503	-3%	-$120K	0.83%	12
2015 Q4	$4.01M	Sell	51,526 -6,764	-12%	-$541K	0.78%	11
2015 Q3	$4.33M	Buy	58,290 +5,045	+9%	+$389K	0.87%	10
2015 Q2	$4.43M	Sell	53,245 -6,835	-11%	-$588K	0.81%	11
2015 Q1	$5.11M	Buy	60,080 +1,491	+3%	+$132K	0.95%	9
2014 Q4	$5.42M	Sell	58,589 -98	-0.2%	-$9.14K	1.03%	8
2014 Q3	$5.52M	Buy	58,687 +180	+0.3%	+$17.9K	1.08%	6
2014 Q2	$5.89M	Buy	58,507 +2,854	+5%	+$288K	0.95%	8
2014 Q1	$5.43M	Buy	55,653 +2,817	+5%	+$269K	1.17%	5
2013 Q4	$5.34M	Buy	52,836 +1,466	+3%	+$136K	1.24%	4
2013 Q3	$4.42M	Buy	51,370 +2,528	+5%	+$228K	1.14%	5
2013 Q2	$4.41M	Buy	+48,842	New	+$4.39M	1.35%	3

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Investors Capital Advisory Services's XOM Position: Q2 2016 in Review

Investors Capital Advisory Services increased its ExxonMobil (XOM) stake by 2.2% in Q2 2016, buying an estimated $95.9K and bringing the position to 51,108 shares worth $4.79M. The position accounts for 0.92% of the portfolio, ranked #8.

Investors Capital Advisory Services first reported a position in XOM in Q2 2013 and has held it in 13 quarters since. The position peaked at $5.89M in Q2 2014. 2,144 funds tracked by Wall St. Rank hold XOM as of Q2 2016.

Investors Capital Advisory Services held 51,108 shares of ExxonMobil worth $4.79M as of Q2 2016.
Investors Capital Advisory Services bought 1,085 ExxonMobil shares in Q2 2016, an estimated $95.9K.
ExxonMobil made up 0.92% of Investors Capital Advisory Services's portfolio in Q2 2016, its #8 holding.
Investors Capital Advisory Services first reported a position in ExxonMobil in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's ExxonMobil position peaked at $5.89M in Q2 2014.
2,144 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.