Rothschild & Co Wealth Management (UK)’s ExxonMobil XOM Stock Holding History

Rothschild & Co Wealth Management (UK)’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
2019 Q1	–	Sell	-1,269	Closed	-$87K	–	40
2018 Q4	$87K	Hold	1,269	–	–	﹤0.01%	31
2018 Q3	$108K	Hold	1,269	–	–	﹤0.01%	31
2018 Q2	$105K	Hold	1,269	–	–	﹤0.01%	32
2018 Q1	$95K	Hold	1,269	–	–	﹤0.01%	33
2017 Q4	$106K	Sell	1,269 -1,248	-50%	-$103K	﹤0.01%	36
2017 Q3	$206K	Hold	2,517	–	–	0.01%	34
2017 Q2	$203K	Hold	2,517	–	–	0.01%	34
2017 Q1	$206K	Hold	2,517	–	–	0.01%	38
2016 Q4	$227K	Hold	2,517	–	–	0.01%	31
2016 Q3	$220K	Sell	2,517 -215	-8%	-$19.1K	0.02%	31
2016 Q2	$256K	Hold	2,732	–	–	0.02%	30
2016 Q1	$228K	Sell	2,732 -59	-2%	-$4.72K	0.02%	32
2015 Q4	$218K	Buy	2,791 +274	+11%	+$21.9K	0.02%	32
2015 Q3	$187K	Sell	2,517 -8,994	-78%	-$693K	0.01%	33
2015 Q2	$958K	Buy	11,511 +301	+3%	+$25.9K	0.1%	15
2015 Q1	$953K	Sell	11,210 -5,500	-33%	-$488K	0.1%	13
2014 Q4	$1.54M	Sell	16,710 -3,000	-15%	-$280K	0.16%	9
2014 Q3	$1.85M	Hold	19,710	–	–	0.23%	8
2014 Q2	$1.98M	Sell	19,710 -2,000	-9%	-$202K	0.21%	10
2014 Q1	$2.12M	Buy	+21,710	New	+$2.07M	0.26%	10

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s XOM Position: Q1 2019 in Review

Rothschild & Co Wealth Management (UK) sold out of ExxonMobil (XOM) in Q1 2019, closing a stake of 1,269 shares — an estimated $87K sold.

Rothschild & Co Wealth Management (UK) first reported a position in XOM in Q1 2014 and held it in 20 quarters. The position peaked at $2.12M in Q1 2014. 2,559 funds tracked by Wall St. Rank hold XOM as of Q1 2019.

Rothschild & Co Wealth Management (UK) reported no remaining ExxonMobil position as of Q1 2019 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 1,269 ExxonMobil shares in Q1 2019, an estimated $87K.
Rothschild & Co Wealth Management (UK) first reported a position in ExxonMobil in Q1 2014 and held it in 20 quarters.
Rothschild & Co Wealth Management (UK)'s ExxonMobil position peaked at $2.12M in Q1 2014.
2,559 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2019.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q1 2019, filed 2 Dec 2019.