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LGL Partners’s ExxonMobil XOM Stock Holding History

LGL Partners’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 		– Sell
-3,736
Closed -$337K – 99
2016
Q4 		$337K Buy
3,736
+75
+2% +$6.55K 0.19% 68
2016
Q3 		$319K Hold
3,661
– – 0.17% 71
2016
Q2 		$340K Hold
3,661
– – 0.18% 65
2016
Q1 		$306K Sell
3,661
-304
-8% -$24.3K 0.16% 76
2015
Q4 		$309K Buy
+3,965
New +$317K 0.17% 69

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

LGL Partners's XOM Position: Q1 2017 in Review

LGL Partners sold out of ExxonMobil (XOM) in Q1 2017, closing a stake of 3,736 shares — an estimated $337K sold.

LGL Partners first reported a position in XOM in Q4 2015 and held it in 5 quarters. The position peaked at $340K in Q2 2016. 2,218 funds tracked by Wall St. Rank hold XOM as of Q1 2017.

  • LGL Partners reported no remaining ExxonMobil position as of Q1 2017 after selling out during the quarter.
  • LGL Partners sold 3,736 ExxonMobil shares in Q1 2017, an estimated $337K.
  • LGL Partners first reported a position in ExxonMobil in Q4 2015 and held it in 5 quarters.
  • LGL Partners's ExxonMobil position peaked at $340K in Q2 2016.
  • 2,218 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2017.

Based on LGL Partners's 13F filing for Q1 2017, filed 10 May 2017.