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

Mariner Wealth Advisors (NYC)’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	$784K	Buy	+9,225	New	+$818K	0.37%	21

Other funds holding XOM

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

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 New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s XOM Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in ExxonMobil (XOM) in Q1 2015: 9,225 shares worth $784K. The stake represents 0.37% of the portfolio and ranks #21 among its holdings.

2,059 funds tracked by Wall St. Rank hold XOM as of Q1 2015.

Mariner Wealth Advisors (NYC) held 9,225 shares of ExxonMobil worth $784K as of Q1 2015.
ExxonMobil was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
ExxonMobil made up 0.37% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #21 holding.
2,059 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.