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MKD Wealth Coaches’s ExxonMobil XOM Stock Holding History

MKD Wealth Coaches’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
2019
Q3 		– Sell
-1,564
Closed -$120K – 210
2019
Q2 		$120K Hold
1,564
– – 0.11% 59
2019
Q1 		$126K Hold
1,564
– – 0.13% 56
2018
Q4 		$107K Buy
+1,564
New +$123K 0.13% 65

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MKD Wealth Coaches's XOM Position: Q3 2019 in Review

MKD Wealth Coaches sold out of ExxonMobil (XOM) in Q3 2019, closing a stake of 1,564 shares — an estimated $120K sold.

MKD Wealth Coaches first reported a position in XOM in Q4 2018 and held it in 3 quarters. The position peaked at $126K in Q1 2019. 2,513 funds tracked by Wall St. Rank hold XOM as of Q3 2019.

  • MKD Wealth Coaches reported no remaining ExxonMobil position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 1,564 ExxonMobil shares in Q3 2019, an estimated $120K.
  • MKD Wealth Coaches first reported a position in ExxonMobil in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's ExxonMobil position peaked at $126K in Q1 2019.
  • 2,513 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.