Lakeshore Capital’s ExxonMobil XOM Stock Holding History

Lakeshore Capital’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 Q1	–	Sell	-2,300	Closed	-$213K	–	34
2014 Q4	$213K	Hold	2,300	–	–	0.27%	32
2014 Q3	$216K	Sell	2,300 -210	-8%	-$20.9K	0.22%	31
2014 Q2	$253K	Hold	2,510	–	–	0.24%	29
2014 Q1	$245K	Sell	2,510 -200	-7%	-$19.1K	0.25%	27
2013 Q4	$275K	Hold	2,710	–	–	0.27%	26
2013 Q3	$233K	Hold	2,710	–	–	0.21%	28
2013 Q2	$244K	Buy	+2,710	New	+$244K	0.23%	28

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

Lakeshore Capital's XOM Position: Q1 2015 in Review

Lakeshore Capital sold out of ExxonMobil (XOM) in Q1 2015, closing a stake of 2,300 shares — an estimated $213K sold.

Lakeshore Capital first reported a position in XOM in Q2 2013 and held it in 7 quarters. The position peaked at $275K in Q4 2013. 2,059 funds tracked by Wall St. Rank hold XOM as of Q1 2015.

Lakeshore Capital reported no remaining ExxonMobil position as of Q1 2015 after selling out during the quarter.
Lakeshore Capital sold 2,300 ExxonMobil shares in Q1 2015, an estimated $213K.
Lakeshore Capital first reported a position in ExxonMobil in Q2 2013 and held it in 7 quarters.
Lakeshore Capital's ExxonMobil position peaked at $275K in Q4 2013.
2,059 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2015.

Based on Lakeshore Capital's 13F filing for Q1 2015, filed 29 Apr 2015.