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Palisades Investment Partners’s ExxonMobil XOM Stock Holding History

Palisades Investment Partners’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
Q2 		$2.51M Sell
24,955
-17,200
-41% -$1.74M 4.47% 1
2014
Q1 		$4.12M Buy
42,155
+9,300
+28% +$886K 4.46% 1
2013
Q4 		$3.31M Sell
32,855
-1,200
-4% -$111K 3.66% 1
2013
Q3 		$2.93M Hold
34,055
– – 2.76% 5
2013
Q2 		$3.08M Buy
+34,055
New +$3.06M 3.06% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Palisades Investment Partners's XOM Position: Q2 2014 in Review

Palisades Investment Partners reduced its ExxonMobil (XOM) stake by 41% in Q2 2014, selling an estimated $1.74M and leaving 24,955 shares worth $2.51M. The position accounts for 4.47% of the portfolio, ranked #1.

Palisades Investment Partners first reported a position in XOM in Q2 2013 and has held it in 5 quarters since. The position peaked at $4.12M in Q1 2014. 1,956 funds tracked by Wall St. Rank hold XOM as of Q2 2014.

  • Palisades Investment Partners held 24,955 shares of ExxonMobil worth $2.51M as of Q2 2014.
  • Palisades Investment Partners sold 17,200 ExxonMobil shares in Q2 2014, an estimated $1.74M.
  • ExxonMobil made up 4.47% of Palisades Investment Partners's portfolio in Q2 2014, its #1 holding.
  • Palisades Investment Partners first reported a position in ExxonMobil in Q2 2013 and has held it in 5 quarters since.
  • Palisades Investment Partners's ExxonMobil position peaked at $4.12M in Q1 2014.
  • 1,956 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2014.

Based on Palisades Investment Partners's 13F filing for Q2 2014, filed 28 Jul 2014.