Lee Capital Management’s ExxonMobil XOM Stock Holding History

Lee 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
2017 Q4	–	Sell	-7,000	Closed	-$574K	–	84
2017 Q3	$574K	Hold	7,000	–	–	0.46%	68
2017 Q2	$565K	Hold	7,000	–	–	0.5%	71
2017 Q1	$574K	Buy	7,000 +1,000	+17%	+$83.5K	0.51%	68
2016 Q4	$542K	Buy	+6,000	New	+$524K	0.51%	71

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Lee Capital Management's XOM Position: Q4 2017 in Review

Lee Capital Management sold out of ExxonMobil (XOM) in Q4 2017, closing a stake of 7,000 shares — an estimated $574K sold.

Lee Capital Management first reported a position in XOM in Q4 2016 and held it in 4 quarters. The position peaked at $574K in Q3 2017. 2,444 funds tracked by Wall St. Rank hold XOM as of Q4 2017.

Lee Capital Management reported no remaining ExxonMobil position as of Q4 2017 after selling out during the quarter.
Lee Capital Management sold 7,000 ExxonMobil shares in Q4 2017, an estimated $574K.
Lee Capital Management first reported a position in ExxonMobil in Q4 2016 and held it in 4 quarters.
Lee Capital Management's ExxonMobil position peaked at $574K in Q3 2017.
2,444 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2017.

Based on Lee Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.