Marvin & Palmer Associates’s ExxonMobil XOM Stock Holding History

Marvin & Palmer Associates’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
2016 Q4	–	Sell	-27,485	Closed	-$2.4M	–	50
2016 Q3	$2.4M	Buy	27,485 +5,785	+27%	+$513K	1.88%	22
2016 Q2	$2.03M	Sell	21,700 -4,300	-17%	-$380K	2.76%	16
2016 Q1	$2.17M	Buy	+26,000	New	+$2.08M	2.53%	14
2014 Q4	–	Sell	-11,660	Closed	-$1.1M	–	73
2014 Q3	$1.1M	Sell	11,660 -3,680	-24%	-$367K	1.12%	40
2014 Q2	$1.54M	Buy	+15,340	New	+$1.55M	1.34%	35

Other funds holding XOM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Marvin & Palmer Associates's XOM Position: Q4 2016 in Review

Marvin & Palmer Associates sold out of ExxonMobil (XOM) in Q4 2016, closing a stake of 27,485 shares — an estimated $2.4M sold.

Marvin & Palmer Associates first reported a position in XOM in Q2 2014 and held it in 5 quarters. The position peaked at $2.4M in Q3 2016. 2,231 funds tracked by Wall St. Rank hold XOM as of Q4 2016.

Marvin & Palmer Associates reported no remaining ExxonMobil position as of Q4 2016 after selling out during the quarter.
Marvin & Palmer Associates sold 27,485 ExxonMobil shares in Q4 2016, an estimated $2.4M.
Marvin & Palmer Associates first reported a position in ExxonMobil in Q2 2014 and held it in 5 quarters.
Marvin & Palmer Associates's ExxonMobil position peaked at $2.4M in Q3 2016.
2,231 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2016.

Based on Marvin & Palmer Associates's 13F filing for Q4 2016, filed 10 Feb 2017.