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Sanibel Captiva Investment Advisers’s ExxonMobil XOM Stock Holding History

Sanibel Captiva Investment Advisers’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
2013
Q4 		$1.83M Buy
18,043
+4,920
+37% +$455K 1.13% 31
2013
Q3 		$1.13M Buy
13,123
+900
+7% +$81.1K 0.87% 38
2013
Q2 		$1.1M Buy
+12,223
New +$1.1M 1.07% 37

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 $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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 18.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Sanibel Captiva Investment Advisers's XOM Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its ExxonMobil (XOM) stake by 37% in Q4 2013, buying an estimated $455K and bringing the position to 18,043 shares worth $1.83M. The position accounts for 1.13% of the portfolio, ranked #31.

Sanibel Captiva Investment Advisers first reported a position in XOM in Q2 2013 and has held it in 3 quarters since. 1,910 funds tracked by Wall St. Rank hold XOM as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 18,043 shares of ExxonMobil worth $1.83M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 4,920 ExxonMobil shares in Q4 2013, an estimated $455K.
  • ExxonMobil made up 1.13% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #31 holding.
  • Sanibel Captiva Investment Advisers first reported a position in ExxonMobil in Q2 2013 and has held it in 3 quarters since.
  • 1,910 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.