WTIM
XOM icon

Wilmington Trust Investment Management’s ExxonMobil XOM Stock Holding History

Wilmington Trust Investment 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
2014
Q2 		$3.04M Sell
30,211
-7,800
-21% -$787K 0.62% 19
2014
Q1 		$3.71M Sell
38,011
-36,100
-49% -$3.44M 0.75% 12
2013
Q4 		$7.5M Sell
74,111
-1,800
-2% -$166K 1.49% 6
2013
Q3 		$6.53M Sell
75,911
-4,800
-6% -$433K 1.37% 7
2013
Q2 		$7.29M Buy
+80,711
New +$7.26M 1.57% 5

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Wilmington Trust Investment Management's XOM Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its ExxonMobil (XOM) stake by 21% in Q2 2014, selling an estimated $787K and leaving 30,211 shares worth $3.04M. The position accounts for 0.62% of the portfolio, ranked #19.

Wilmington Trust Investment Management first reported a position in XOM in Q2 2013 and has held it in 5 quarters since. The position peaked at $7.5M in Q4 2013. 1,956 funds tracked by Wall St. Rank hold XOM as of Q2 2014.

  • Wilmington Trust Investment Management held 30,211 shares of ExxonMobil worth $3.04M as of Q2 2014.
  • Wilmington Trust Investment Management sold 7,800 ExxonMobil shares in Q2 2014, an estimated $787K.
  • ExxonMobil made up 0.62% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #19 holding.
  • Wilmington Trust Investment Management first reported a position in ExxonMobil in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's ExxonMobil position peaked at $7.5M in Q4 2013.
  • 1,956 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.