Keel Point Advisors’s ExxonMobil XOM Stock Holding History

Keel Point 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
2014 Q4	$543K	Buy	+5,872	New	+$548K	0.44%	24

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

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

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

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

Keel Point Advisors's XOM Position: Q4 2014 in Review

Keel Point Advisors opened a new position in ExxonMobil (XOM) in Q4 2014: 5,872 shares worth $543K. The stake represents 0.44% of the portfolio and ranks #24 among its holdings.

2,050 funds tracked by Wall St. Rank hold XOM as of Q4 2014.

Keel Point Advisors held 5,872 shares of ExxonMobil worth $543K as of Q4 2014.
ExxonMobil was a new Keel Point Advisors position in Q4 2014.
ExxonMobil made up 0.44% of Keel Point Advisors's portfolio in Q4 2014, its #24 holding.
2,050 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2014.

Based on Keel Point Advisors's 13F filing for Q4 2014, filed 6 Feb 2015.