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Merit Investment Management’s ExxonMobil XOM Stock Holding History

Merit Investment Management’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 		– Sell
-1,525
Closed -$138K – 55
2013
Q2 		$138K Buy
+1,525
New +$137K 0.12% 50

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.37T AUM 24.88% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Merit Investment Management's XOM Position: Q3 2013 in Review

Merit Investment Management sold out of ExxonMobil (XOM) in Q3 2013, closing a stake of 1,525 shares — an estimated $138K sold.

Merit Investment Management first reported a position in XOM in Q2 2013 and held it in 1 quarter. The position peaked at $138K in Q2 2013. 1,765 funds tracked by Wall St. Rank hold XOM as of Q3 2013.

  • Merit Investment Management reported no remaining ExxonMobil position as of Q3 2013 after selling out during the quarter.
  • Merit Investment Management sold 1,525 ExxonMobil shares in Q3 2013, an estimated $138K.
  • Merit Investment Management first reported a position in ExxonMobil in Q2 2013 and held it in 1 quarter.
  • Merit Investment Management's ExxonMobil position peaked at $138K in Q2 2013.
  • 1,765 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2013.

Based on Merit Investment Management's 13F filing for Q3 2013, filed 13 Nov 2013.