Westfield Capital Management’s ExxonMobil XOM Stock Holding History

Westfield Capital Management’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
2016 Q4	–	Sell	-5,640	Closed	-$492K	–	288
2016 Q3	$492K	Sell	5,640 -728	-11%	-$64.6K	﹤0.01%	239
2016 Q2	$597K	Sell	6,368 -8,158	-56%	-$721K	﹤0.01%	242
2016 Q1	$1.21M	Hold	14,526	–	–	0.01%	228
2015 Q4	$1.13M	Hold	14,526	–	–	0.01%	242
2015 Q3	$1.08M	Hold	14,526	–	–	0.01%	226
2015 Q2	$1.21M	Hold	14,526	–	–	0.01%	248
2015 Q1	$1.24M	Sell	14,526 -1,256	-8%	-$111K	0.01%	272
2014 Q4	$1.46M	Sell	15,782 -378	-2%	-$35.3K	0.01%	272
2014 Q3	$1.52M	Hold	16,160	–	–	0.01%	263
2014 Q2	$1.63M	Hold	16,160	–	–	0.01%	265
2014 Q1	$1.58M	Hold	16,160	–	–	0.01%	266
2013 Q4	$1.64M	Sell	16,160 -272	-2%	-$25.1K	0.01%	253
2013 Q3	$1.41M	Hold	16,432	–	–	0.01%	270
2013 Q2	$1.49M	Buy	+16,432	New	+$1.48M	0.01%	268

Other funds holding XOM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Westfield Capital Management's XOM Position: Q4 2016 in Review

Westfield Capital Management sold out of ExxonMobil (XOM) in Q4 2016, closing a stake of 5,640 shares — an estimated $492K sold.

Westfield Capital Management first reported a position in XOM in Q2 2013 and held it in 14 quarters. The position peaked at $1.64M in Q4 2013. 2,231 funds tracked by Wall St. Rank hold XOM as of Q4 2016.

Westfield Capital Management reported no remaining ExxonMobil position as of Q4 2016 after selling out during the quarter.
Westfield Capital Management sold 5,640 ExxonMobil shares in Q4 2016, an estimated $492K.
Westfield Capital Management first reported a position in ExxonMobil in Q2 2013 and held it in 14 quarters.
Westfield Capital Management's ExxonMobil position peaked at $1.64M in Q4 2013.
2,231 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2016.

Based on Westfield Capital Management's 13F filing for Q4 2016, filed 10 Feb 2017.