MCI
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McDonald Capital Investors’s ExxonMobil XOM Stock Holding History

McDonald Capital Investors’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 		– Sell
-2,196
Closed -$203K – 22
2014
Q4 		$203K Hold
2,196
– – 0.02% 22
2014
Q3 		$207K Hold
2,196
– – 0.02% 22
2014
Q2 		$221K Hold
2,196
– – 0.03% 19
2014
Q1 		$215K Hold
2,196
– – 0.03% 18
2013
Q4 		$222K Buy
+2,196
New +$203K 0.03% 18

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 $2.9T AUM 29.55% 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 $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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

McDonald Capital Investors's XOM Position: Q1 2015 in Review

McDonald Capital Investors sold out of ExxonMobil (XOM) in Q1 2015, closing a stake of 2,196 shares — an estimated $203K sold.

McDonald Capital Investors first reported a position in XOM in Q4 2013 and held it in 5 quarters. The position peaked at $222K in Q4 2013. 2,059 funds tracked by Wall St. Rank hold XOM as of Q1 2015.

  • McDonald Capital Investors reported no remaining ExxonMobil position as of Q1 2015 after selling out during the quarter.
  • McDonald Capital Investors sold 2,196 ExxonMobil shares in Q1 2015, an estimated $203K.
  • McDonald Capital Investors first reported a position in ExxonMobil in Q4 2013 and held it in 5 quarters.
  • McDonald Capital Investors's ExxonMobil position peaked at $222K in Q4 2013.
  • 2,059 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2015.

Based on McDonald Capital Investors's 13F filing for Q1 2015, filed 5 May 2015.