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NWQ Investment Management Company’s ExxonMobil XOM Stock Holding History

NWQ Investment Management Company’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
2020
Q1 		– Sell
-4,255
Closed -$297K – 174
2019
Q4 		$297K Hold
4,255
– – 0.01% 153
2019
Q3 		$300K Hold
4,255
– – 0.01% 148
2019
Q2 		$326K Sell
4,255
-14
-0.3% -$1.08K 0.01% 141
2019
Q1 		$345K Sell
4,269
-1,566
-27% -$119K 0.01% 139
2018
Q4 		$398K Hold
5,835
– – 0.01% 146
2018
Q3 		$471K Hold
5,835
– – 0.01% 152
2018
Q2 		$483K Sell
5,835
-409
-7% -$32.6K 0.01% 156
2018
Q1 		$466K Sell
6,244
-225
-3% -$18K 0.01% 166
2017
Q4 		$541K Hold
6,469
– – 0.01% 181
2017
Q3 		$530K Hold
6,469
– – 0.01% 179
2017
Q2 		$522K Hold
6,469
– – 0.01% 175
2017
Q1 		$531K Sell
6,469
-59,600
-90% -$4.98M 0.01% 172
2016
Q4 		$5.96M Sell
66,069
-5,900
-8% -$516K 0.08% 156
2016
Q3 		$6.28M Buy
71,969
+65,574
+1,025% +$5.82M 0.09% 149
2016
Q2 		$599K Hold
6,395
– – 0.01% 148
2016
Q1 		$535K Sell
6,395
-320
-5% -$25.6K 0.01% 144
2015
Q4 		$523K Hold
6,715
– – 0.01% 147
2015
Q3 		$499K Hold
6,715
– – 0.01% 154
2015
Q2 		$559K Sell
6,715
-100
-1% -$8.6K 0.01% 142
2015
Q1 		$579K Sell
6,815
-101
-1% -$8.96K 0.01% 150
2014
Q4 		$639K Buy
6,916
+41
+0.6% +$3.82K 0.01% 169
2014
Q3 		$647K Sell
6,875
-245
-3% -$24.4K 0.01% 175
2014
Q2 		$717K Buy
7,120
+110
+2% +$11.1K 0.01% 173
2014
Q1 		$685K Sell
7,010
-40
-0.6% -$3.81K 0.01% 157
2013
Q4 		$713K Sell
7,050
-290
-4% -$26.8K 0.01% 155
2013
Q3 		$632K Buy
7,340
+250
+4% +$22.5K 0.01% 146
2013
Q2 		$641K Buy
+7,090
New +$638K 0.01% 136

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NWQ Investment Management Company's XOM Position: Q1 2020 in Review

NWQ Investment Management Company sold out of ExxonMobil (XOM) in Q1 2020, closing a stake of 4,255 shares — an estimated $297K sold.

NWQ Investment Management Company first reported a position in XOM in Q2 2013 and held it in 27 quarters. The position peaked at $6.28M in Q3 2016. 2,447 funds tracked by Wall St. Rank hold XOM as of Q1 2020.

  • NWQ Investment Management Company reported no remaining ExxonMobil position as of Q1 2020 after selling out during the quarter.
  • NWQ Investment Management Company sold 4,255 ExxonMobil shares in Q1 2020, an estimated $297K.
  • NWQ Investment Management Company first reported a position in ExxonMobil in Q2 2013 and held it in 27 quarters.
  • NWQ Investment Management Company's ExxonMobil position peaked at $6.28M in Q3 2016.
  • 2,447 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2020.

Based on NWQ Investment Management Company's 13F filing for Q1 2020, filed 14 May 2020.