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NewFocus Financial Group’s ExxonMobil XOM Stock Holding History

NewFocus Financial Group’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
Q3 		– Sell
-20,079
Closed -$1.66M – 76
2018
Q2 		$1.66M Buy
20,079
+155
+0.8% +$12.3K 1% 32
2018
Q1 		$1.49M Sell
19,924
-541
-3% -$43.2K 0.93% 34
2017
Q4 		$1.71M Buy
20,465
+513
+3% +$42.4K 1.04% 34
2017
Q3 		$1.64M Buy
19,952
+654
+3% +$51.9K 1.06% 34
2017
Q2 		$1.56M Buy
19,298
+336
+2% +$27.5K 0.88% 36
2017
Q1 		$1.55M Sell
18,962
-6,041
-24% -$505K 0.96% 32
2016
Q4 		$2.26M Buy
25,003
+1,438
+6% +$126K 1.52% 26
2016
Q3 		$2.06M Buy
23,565
+179
+0.8% +$15.9K 1.49% 25
2016
Q2 		$2.19M Buy
23,386
+360
+2% +$31.8K 1.62% 26
2016
Q1 		$1.93M Buy
23,026
+1,530
+7% +$123K 1.41% 26
2015
Q4 		$1.66M Sell
21,496
-5,065
-19% -$405K 1.15% 34
2015
Q3 		$1.98M Sell
26,561
-617
-2% -$47.5K 1.52% 28
2015
Q2 		$2.26M Sell
27,178
-1,183
-4% -$102K 1.46% 31
2015
Q1 		$2.41M Sell
28,361
-752
-3% -$66.7K 1.5% 29
2014
Q4 		$2.69M Sell
29,113
-38
-0.1% -$3.54K 1.86% 24
2014
Q3 		$2.73M Sell
29,151
-2,263
-7% -$225K 2.2% 24
2014
Q2 		$3.16M Sell
31,414
-134
-0.4% -$13.5K 2.5% 22
2014
Q1 		$3.08M Buy
31,548
+17
+0.1% +$1.62K 2.55% 25
2013
Q4 		$3.19M Buy
+31,531
New +$2.92M 2.69% 22

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NewFocus Financial Group's XOM Position: Q3 2018 in Review

NewFocus Financial Group sold out of ExxonMobil (XOM) in Q3 2018, closing a stake of 20,079 shares — an estimated $1.66M sold.

NewFocus Financial Group first reported a position in XOM in Q4 2013 and held it in 19 quarters. The position peaked at $3.19M in Q4 2013. 2,424 funds tracked by Wall St. Rank hold XOM as of Q3 2018.

  • NewFocus Financial Group reported no remaining ExxonMobil position as of Q3 2018 after selling out during the quarter.
  • NewFocus Financial Group sold 20,079 ExxonMobil shares in Q3 2018, an estimated $1.66M.
  • NewFocus Financial Group first reported a position in ExxonMobil in Q4 2013 and held it in 19 quarters.
  • NewFocus Financial Group's ExxonMobil position peaked at $3.19M in Q4 2013.
  • 2,424 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2018.

Based on NewFocus Financial Group's 13F filing for Q3 2018, filed 26 Oct 2018.