J.P. Turner & Co Capital Management’s ExxonMobil XOM Stock Holding History

J.P. Turner & Co Capital 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
2015 Q3	$1.51M	Sell	20,385 -4,029	-17%	-$310K	1.56%	11
2015 Q2	$2.03M	Sell	24,414 -4,092	-14%	-$352K	1.57%	7
2015 Q1	$2.45M	Buy	28,506 +4,303	+18%	+$382K	2.27%	4
2014 Q4	$2.23M	Buy	+24,203	New	+$2.26M	2.16%	4

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

J.P. Turner & Co Capital Management's XOM Position: Q3 2015 in Review

J.P. Turner & Co Capital Management reduced its ExxonMobil (XOM) stake by 17% in Q3 2015, selling an estimated $310K and leaving 20,385 shares worth $1.51M. The position accounts for 1.56% of the portfolio, ranked #11.

J.P. Turner & Co Capital Management first reported a position in XOM in Q4 2014 and has held it in 4 quarters since. The position peaked at $2.45M in Q1 2015. 2,017 funds tracked by Wall St. Rank hold XOM as of Q3 2015.

J.P. Turner & Co Capital Management held 20,385 shares of ExxonMobil worth $1.51M as of Q3 2015.
J.P. Turner & Co Capital Management sold 4,029 ExxonMobil shares in Q3 2015, an estimated $310K.
ExxonMobil made up 1.56% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #11 holding.
J.P. Turner & Co Capital Management first reported a position in ExxonMobil in Q4 2014 and has held it in 4 quarters since.
J.P. Turner & Co Capital Management's ExxonMobil position peaked at $2.45M in Q1 2015.
2,017 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.