Old Mutual Customised Solutions’s ExxonMobil XOM Stock Holding History

Old Mutual Customised Solutions’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 Q2	$10.4M	Buy	125,174 +2,000	+2%	+$159K	1.03%	10
2018 Q1	$9.19M	Buy	123,174 +14,900	+14%	+$1.19M	0.94%	12
2017 Q4	$9.06M	Buy	108,274 +500	+0.5%	+$41.4K	0.93%	14
2017 Q3	$8.84M	Buy	107,774 +4,200	+4%	+$333K	1.2%	9
2017 Q2	$8.36M	Buy	103,574 +3,400	+3%	+$278K	1.23%	6
2017 Q1	$8.21M	Buy	100,174 +18,574	+23%	+$1.55M	1.27%	6
2016 Q4	$7.37M	Buy	81,600 +34,800	+74%	+$3.04M	1.35%	4
2016 Q3	$4.08M	Sell	46,800 -18,900	-29%	-$1.68M	1.17%	12
2016 Q2	$6.16M	Sell	65,700 -1,700	-3%	-$150K	1.55%	5
2016 Q1	$5.63M	Sell	67,400 -9,600	-12%	-$769K	1.46%	4
2015 Q4	$6M	Buy	77,000 +1,100	+1%	+$87.9K	1.52%	4
2015 Q3	$5.64M	Sell	75,900 -7,700	-9%	-$593K	1.52%	2
2015 Q2	$6.96M	Hold	83,600	–	–	1.65%	1
2015 Q1	$7.11M	Buy	83,600 +5,100	+6%	+$452K	1.72%	3
2014 Q4	$7.26M	Sell	78,500 -100	-0.1%	-$9.32K	2.06%	2
2014 Q3	$7.39M	Sell	78,600 -11,200	-12%	-$1.12M	2.09%	3
2014 Q2	$9.04M	Sell	89,800 -1,100	-1%	-$111K	2.18%	2
2014 Q1	$8.88M	Buy	90,900 +6,200	+7%	+$591K	2.23%	2
2013 Q4	$8.57M	Buy	84,700 +300	+0.4%	+$27.7K	2.24%	2
2013 Q3	$7.26M	Buy	84,400 +5,400	+7%	+$487K	2.05%	2
2013 Q2	$7.14M	Buy	+79,000	New	+$7.11M	2.07%	2

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Old Mutual Customised Solutions's XOM Position: Q2 2018 in Review

Old Mutual Customised Solutions increased its ExxonMobil (XOM) stake by 1.6% in Q2 2018, buying an estimated $159K and bringing the position to 125,174 shares worth $10.4M. The position accounts for 1.03% of the portfolio, ranked #10.

Old Mutual Customised Solutions first reported a position in XOM in Q2 2013 and has held it in 21 quarters since. 2,433 funds tracked by Wall St. Rank hold XOM as of Q2 2018.

Old Mutual Customised Solutions held 125,174 shares of ExxonMobil worth $10.4M as of Q2 2018.
Old Mutual Customised Solutions bought 2,000 ExxonMobil shares in Q2 2018, an estimated $159K.
ExxonMobil made up 1.03% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #10 holding.
Old Mutual Customised Solutions first reported a position in ExxonMobil in Q2 2013 and has held it in 21 quarters since.
2,433 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.