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Mariner Wealth Advisors (Madison)’s ExxonMobil XOM Stock Holding History

Mariner Wealth Advisors (Madison)’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
2013
Q3 		$229K Sell
2,661
-561
-17% -$50.6K 0.09% 52
2013
Q2 		$291K Buy
+3,222
New +$290K 0.13% 46

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Mariner Wealth Advisors (Madison)'s XOM Position: Q3 2013 in Review

Mariner Wealth Advisors (Madison) reduced its ExxonMobil (XOM) stake by 17% in Q3 2013, selling an estimated $50.6K and leaving 2,661 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #52.

Mariner Wealth Advisors (Madison) first reported a position in XOM in Q2 2013 and has held it in 2 quarters since. The position peaked at $291K in Q2 2013. 1,765 funds tracked by Wall St. Rank hold XOM as of Q3 2013.

  • Mariner Wealth Advisors (Madison) held 2,661 shares of ExxonMobil worth $229K as of Q3 2013.
  • Mariner Wealth Advisors (Madison) sold 561 ExxonMobil shares in Q3 2013, an estimated $50.6K.
  • ExxonMobil made up 0.09% of Mariner Wealth Advisors (Madison)'s portfolio in Q3 2013, its #52 holding.
  • Mariner Wealth Advisors (Madison) first reported a position in ExxonMobil in Q2 2013 and has held it in 2 quarters since.
  • Mariner Wealth Advisors (Madison)'s ExxonMobil position peaked at $291K in Q2 2013.
  • 1,765 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2013.

Based on Mariner Wealth Advisors (Madison)'s 13F filing for Q3 2013, filed 14 Nov 2013.