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National Investment Services’s ExxonMobil XOM Stock Holding History

National Investment Services’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
2014
Q3 		– Sell
-38,295
Closed -$3.86M – 51
2014
Q2 		$3.86M Hold
38,295
– – 3.14% 3
2014
Q1 		$3.74M Hold
38,295
– – 3.22% 2
2013
Q4 		$3.88M Hold
38,295
– – 3.02% 4
2013
Q3 		$3.29M Hold
38,295
– – 2.59% 5
2013
Q2 		$3.46M Buy
+38,295
New +$3.45M 2.85% 4

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

National Investment Services's XOM Position: Q3 2014 in Review

National Investment Services sold out of ExxonMobil (XOM) in Q3 2014, closing a stake of 38,295 shares — an estimated $3.86M sold.

National Investment Services first reported a position in XOM in Q2 2013 and held it in 5 quarters. The position peaked at $3.88M in Q4 2013. 1,929 funds tracked by Wall St. Rank hold XOM as of Q3 2014.

  • National Investment Services reported no remaining ExxonMobil position as of Q3 2014 after selling out during the quarter.
  • National Investment Services sold 38,295 ExxonMobil shares in Q3 2014, an estimated $3.86M.
  • National Investment Services first reported a position in ExxonMobil in Q2 2013 and held it in 5 quarters.
  • National Investment Services's ExxonMobil position peaked at $3.88M in Q4 2013.
  • 1,929 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2014.

Based on National Investment Services's 13F filing for Q3 2014, filed 14 Oct 2014.