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Simply Money Advisors’s ExxonMobil XOM Stock Holding History

Simply Money Advisors’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 		– Sell
-300
Closed -$26K – 141
2013
Q3 		$26K Sell
300
-4,328
-94% -$390K ﹤0.01% 37
2013
Q2 		$418K Buy
+4,628
New +$416K 0.07% 23

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Simply Money Advisors's XOM Position: Q4 2013 in Review

Simply Money Advisors sold out of ExxonMobil (XOM) in Q4 2013, closing a stake of 300 shares — an estimated $26K sold.

Simply Money Advisors first reported a position in XOM in Q2 2013 and held it in 2 quarters. The position peaked at $418K in Q2 2013. 1,909 funds tracked by Wall St. Rank hold XOM as of Q4 2013.

  • Simply Money Advisors reported no remaining ExxonMobil position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 300 ExxonMobil shares in Q4 2013, an estimated $26K.
  • Simply Money Advisors first reported a position in ExxonMobil in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's ExxonMobil position peaked at $418K in Q2 2013.
  • 1,909 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.