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Spectrum Financial Alliance’s ExxonMobil XOM Stock Holding History

Spectrum Financial Alliance’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
-200
Closed -$13K – 103
2018
Q4 		$13K Sell
200
-30
-13% -$2.35K 0.01% 60
2018
Q3 		$19K Sell
230
-646
-74% -$52.8K 0.01% 54
2018
Q2 		$72K Hold
876
– – 0.05% 24
2018
Q1 		$65K Buy
+876
New +$70K 0.04% 21

Other funds holding XOM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Spectrum Financial Alliance's XOM Position: Q1 2019 in Review

Spectrum Financial Alliance sold out of ExxonMobil (XOM) in Q1 2019, closing a stake of 200 shares — an estimated $13K sold.

Spectrum Financial Alliance first reported a position in XOM in Q1 2018 and held it in 4 quarters. The position peaked at $72K in Q2 2018. 2,558 funds tracked by Wall St. Rank hold XOM as of Q1 2019.

  • Spectrum Financial Alliance reported no remaining ExxonMobil position as of Q1 2019 after selling out during the quarter.
  • Spectrum Financial Alliance sold 200 ExxonMobil shares in Q1 2019, an estimated $13K.
  • Spectrum Financial Alliance first reported a position in ExxonMobil in Q1 2018 and held it in 4 quarters.
  • Spectrum Financial Alliance's ExxonMobil position peaked at $72K in Q2 2018.
  • 2,558 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2019.

Based on Spectrum Financial Alliance's 13F filing for Q1 2019, filed 14 May 2019.