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Santa Fe Partners’s ExxonMobil XOM Stock Holding History

Santa Fe 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
Q4 		– Sell
-18,128
Closed -$1.71M – 617
2014
Q3 		$1.71M Sell
18,128
-6,847
-27% -$682K 0.27% 143
2014
Q2 		$2.51M Buy
+24,975
New +$2.52M 0.38% 84

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Santa Fe Partners's XOM Position: Q4 2014 in Review

Santa Fe Partners sold out of ExxonMobil (XOM) in Q4 2014, closing a stake of 18,128 shares — an estimated $1.71M sold.

Santa Fe Partners first reported a position in XOM in Q2 2014 and held it in 2 quarters. The position peaked at $2.51M in Q2 2014. 2,050 funds tracked by Wall St. Rank hold XOM as of Q4 2014.

  • Santa Fe Partners reported no remaining ExxonMobil position as of Q4 2014 after selling out during the quarter.
  • Santa Fe Partners sold 18,128 ExxonMobil shares in Q4 2014, an estimated $1.71M.
  • Santa Fe Partners first reported a position in ExxonMobil in Q2 2014 and held it in 2 quarters.
  • Santa Fe Partners's ExxonMobil position peaked at $2.51M in Q2 2014.
  • 2,050 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2014.

Based on Santa Fe Partners's 13F filing for Q4 2014, filed 13 Feb 2015.