Parasol Investment Management’s ExxonMobil XOM Stock Holding History

Parasol Investment Management’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
2017 Q1	$261K	Sell	3,185 -5,034	-61%	-$421K	0.43%	22
2016 Q4	$742K	Buy	8,219 +183	+2%	+$16K	0.78%	25
2016 Q3	$701K	Buy	8,036 +307	+4%	+$27.2K	0.73%	24
2016 Q2	$725K	Sell	7,729 -350	-4%	-$30.9K	0.76%	25
2016 Q1	$675K	Sell	8,079 -292	-3%	-$23.4K	0.66%	20
2015 Q4	$653K	Sell	8,371 -1,128	-12%	-$90.2K	0.63%	18
2015 Q3	$706K	Sell	9,499 -4,882	-34%	-$376K	0.64%	18
2015 Q2	$1.2M	Buy	14,381 +640	+5%	+$55K	0.8%	21
2015 Q1	$1.17M	Buy	13,741 +2,350	+21%	+$208K	0.74%	21
2014 Q4	$1.05M	Buy	11,391 +1,944	+21%	+$181K	0.73%	19
2014 Q3	$888K	Buy	9,447 +1,987	+27%	+$198K	0.62%	22
2014 Q2	$751K	Buy	7,460 +4,920	+194%	+$496K	0.52%	22
2014 Q1	$248K	Buy	2,540 +800	+46%	+$76.3K	0.18%	31
2013 Q4	$176K	Buy	+1,740	New	+$161K	0.12%	35

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Parasol Investment Management's XOM Position: Q1 2017 in Review

Parasol Investment Management reduced its ExxonMobil (XOM) stake by 61% in Q1 2017, selling an estimated $421K and leaving 3,185 shares worth $261K. The position accounts for 0.43% of the portfolio, ranked #22.

Parasol Investment Management first reported a position in XOM in Q4 2013 and has held it in 14 quarters since. The position peaked at $1.2M in Q2 2015. 2,218 funds tracked by Wall St. Rank hold XOM as of Q1 2017.

Parasol Investment Management held 3,185 shares of ExxonMobil worth $261K as of Q1 2017.
Parasol Investment Management sold 5,034 ExxonMobil shares in Q1 2017, an estimated $421K.
ExxonMobil made up 0.43% of Parasol Investment Management's portfolio in Q1 2017, its #22 holding.
Parasol Investment Management first reported a position in ExxonMobil in Q4 2013 and has held it in 14 quarters since.
Parasol Investment Management's ExxonMobil position peaked at $1.2M in Q2 2015.
2,218 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.