New England Guild Wealth Advisors’s ExxonMobil XOM Stock Holding History

New England Guild Wealth Advisors’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
2018 Q4	–	Sell	-2,690	Closed	-$229K	–	56
2018 Q3	$229K	Sell	2,690 -399	-13%	-$32.6K	0.21%	53
2018 Q2	$256K	Buy	3,089 +1	+0%	+$80	0.23%	47
2018 Q1	$230K	Buy	3,088 +1	+0%	+$80	0.22%	47
2017 Q4	$258K	Buy	+3,087	New	+$255K	0.25%	46

Other funds holding XOM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New England Guild Wealth Advisors's XOM Position: Q4 2018 in Review

New England Guild Wealth Advisors sold out of ExxonMobil (XOM) in Q4 2018, closing a stake of 2,690 shares — an estimated $229K sold.

New England Guild Wealth Advisors first reported a position in XOM in Q4 2017 and held it in 4 quarters. The position peaked at $258K in Q4 2017. 2,571 funds tracked by Wall St. Rank hold XOM as of Q4 2018.

New England Guild Wealth Advisors reported no remaining ExxonMobil position as of Q4 2018 after selling out during the quarter.
New England Guild Wealth Advisors sold 2,690 ExxonMobil shares in Q4 2018, an estimated $229K.
New England Guild Wealth Advisors first reported a position in ExxonMobil in Q4 2017 and held it in 4 quarters.
New England Guild Wealth Advisors's ExxonMobil position peaked at $258K in Q4 2017.
2,571 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2018.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2018, filed 20 Aug 2019.