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Tower Trust’s ExxonMobil XOM Stock Holding History

Tower Trust’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
Q1 		$2.4M Sell
24,555
-550
-2% -$52.4K 1.51% 17
2013
Q4 		$2.54M Buy
25,105
+1,330
+6% +$123K 1.54% 18
2013
Q3 		$2.05M Sell
23,775
-325
-1% -$29.3K 1.38% 20
2013
Q2 		$2.18M Buy
+24,100
New +$2.17M 1.56% 17

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

Tower Trust's XOM Position: Q1 2014 in Review

Tower Trust reduced its ExxonMobil (XOM) stake by 2.2% in Q1 2014, selling an estimated $52.4K and leaving 24,555 shares worth $2.4M. The position accounts for 1.51% of the portfolio, ranked #17.

Tower Trust first reported a position in XOM in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.54M in Q4 2013. 1,912 funds tracked by Wall St. Rank hold XOM as of Q1 2014.

  • Tower Trust held 24,555 shares of ExxonMobil worth $2.4M as of Q1 2014.
  • Tower Trust sold 550 ExxonMobil shares in Q1 2014, an estimated $52.4K.
  • ExxonMobil made up 1.51% of Tower Trust's portfolio in Q1 2014, its #17 holding.
  • Tower Trust first reported a position in ExxonMobil in Q2 2013 and has held it in 4 quarters since.
  • Tower Trust's ExxonMobil position peaked at $2.54M in Q4 2013.
  • 1,912 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2014.

Based on Tower Trust's 13F filing for Q1 2014, filed 8 May 2014.