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Strategic Capital Alternatives’s ExxonMobil XOM Stock Holding History

Strategic Capital Alternatives’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
2015
Q3 		$960K Buy
12,913
+8,744
+210% +$674K 0.2% 126
2015
Q2 		$348K Sell
4,169
-327
-7% -$28.1K 0.08% 154
2015
Q1 		$382K Buy
+4,496
New +$399K 0.1% 128
2014
Q4 		– Sell
-2,126
Closed -$200K – 352
2014
Q3 		$200K Buy
+2,126
New +$212K 0.07% 130

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 16.07% 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 $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Strategic Capital Alternatives's XOM Position: Q3 2015 in Review

Strategic Capital Alternatives increased its ExxonMobil (XOM) stake by 210% in Q3 2015, buying an estimated $674K and bringing the position to 12,913 shares worth $960K. The position accounts for 0.2% of the portfolio, ranked #126.

Strategic Capital Alternatives first reported a position in XOM in Q3 2014 and has held it in 4 quarters since. 2,018 funds tracked by Wall St. Rank hold XOM as of Q3 2015.

  • Strategic Capital Alternatives held 12,913 shares of ExxonMobil worth $960K as of Q3 2015.
  • Strategic Capital Alternatives bought 8,744 ExxonMobil shares in Q3 2015, an estimated $674K.
  • ExxonMobil made up 0.2% of Strategic Capital Alternatives's portfolio in Q3 2015, its #126 holding.
  • Strategic Capital Alternatives first reported a position in ExxonMobil in Q3 2014 and has held it in 4 quarters since.
  • 2,018 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2015.

Based on Strategic Capital Alternatives's 13F filing for Q3 2015, filed 16 Nov 2015.