LBA Wealth Management’s ExxonMobil XOM Stock Holding History

LBA Wealth 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
2017 Q1	$608K	Sell	7,408 -1,949	-21%	-$163K	0.32%	60
2016 Q4	$845K	Sell	9,357 -145	-2%	-$12.7K	0.46%	39
2016 Q3	$829K	Sell	9,502 -237	-2%	-$21K	0.47%	36
2016 Q2	$913K	Buy	9,739 +419	+4%	+$37K	0.51%	38
2016 Q1	$779K	Sell	9,320 -334	-3%	-$26.7K	0.45%	39
2015 Q4	$753K	Buy	9,654 +4	+0%	+$320	0.43%	42
2015 Q3	$717K	Sell	9,650 -1,847	-16%	-$142K	0.45%	38
2015 Q2	$957K	Sell	11,497 -222	-2%	-$19.1K	0.6%	32
2015 Q1	$996K	Buy	11,719 +1	+0%	+$89	0.63%	32
2014 Q4	$1.08M	Sell	11,718 -1,532	-12%	-$143K	0.72%	29
2014 Q3	$1.25M	Buy	13,250 +248	+2%	+$24.7K	0.87%	21
2014 Q2	$1.31M	Sell	13,002 -361	-3%	-$36.4K	1.07%	19
2014 Q1	$1.3M	Sell	13,363 -1,412	-10%	-$135K	1.07%	18
2013 Q4	$1.5M	Buy	+14,775	New	+$1.37M	1.23%	16

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

LBA Wealth Management's XOM Position: Q1 2017 in Review

LBA Wealth Management reduced its ExxonMobil (XOM) stake by 21% in Q1 2017, selling an estimated $163K and leaving 7,408 shares worth $608K. The position accounts for 0.32% of the portfolio, ranked #60.

LBA Wealth Management first reported a position in XOM in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.5M in Q4 2013. 2,218 funds tracked by Wall St. Rank hold XOM as of Q1 2017.

LBA Wealth Management held 7,408 shares of ExxonMobil worth $608K as of Q1 2017.
LBA Wealth Management sold 1,949 ExxonMobil shares in Q1 2017, an estimated $163K.
ExxonMobil made up 0.32% of LBA Wealth Management's portfolio in Q1 2017, its #60 holding.
LBA Wealth Management first reported a position in ExxonMobil in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's ExxonMobil position peaked at $1.5M in Q4 2013.
2,218 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.