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Stifel Nicolaus & Co’s ExxonMobil XOM Stock Holding History

Stifel Nicolaus & Co’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
Q3 		$42.5M Buy
493,456
+17,441
+4% +$1.57M 0.7% 20
2013
Q2 		$43M Buy
+476,015
New +$42.8M 0.78% 16

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

Stifel Nicolaus & Co's XOM Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its ExxonMobil (XOM) stake by 3.7% in Q3 2013, buying an estimated $1.57M and bringing the position to 493,456 shares worth $42.5M. The position accounts for 0.7% of the portfolio, ranked #20.

Stifel Nicolaus & Co first reported a position in XOM in Q2 2013 and has held it in 2 quarters since. The position peaked at $43M in Q2 2013. 1,765 funds tracked by Wall St. Rank hold XOM as of Q3 2013.

  • Stifel Nicolaus & Co held 493,456 shares of ExxonMobil worth $42.5M as of Q3 2013.
  • Stifel Nicolaus & Co bought 17,441 ExxonMobil shares in Q3 2013, an estimated $1.57M.
  • ExxonMobil made up 0.7% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #20 holding.
  • Stifel Nicolaus & Co first reported a position in ExxonMobil in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's ExxonMobil position peaked at $43M in Q2 2013.
  • 1,765 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.