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Wilson Kemp & Associates’s ExxonMobil XOM Stock Holding History

Wilson Kemp & Associates’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
Q3 		$240K Sell
2,550
-4,100
-62% -$408K 2.19% 20
2014
Q2 		$670K Sell
6,650
-8,552
-56% -$863K 2.4% 12
2014
Q1 		$1.49M Sell
15,202
-6,314
-29% -$602K 3.86% 5
2013
Q4 		$2.18M Buy
21,516
+2,666
+14% +$247K 4.18% 6
2013
Q3 		$1.62M Sell
18,850
-49,139
-72% -$4.43M 3.57% 7
2013
Q2 		$6.14M Buy
+67,989
New +$6.12M 5.88% 2

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Wilson Kemp & Associates's XOM Position: Q3 2014 in Review

Wilson Kemp & Associates reduced its ExxonMobil (XOM) stake by 62% in Q3 2014, selling an estimated $408K and leaving 2,550 shares worth $240K. The position accounts for 2.19% of the portfolio, ranked #20.

Wilson Kemp & Associates first reported a position in XOM in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.14M in Q2 2013. 1,930 funds tracked by Wall St. Rank hold XOM as of Q3 2014.

  • Wilson Kemp & Associates held 2,550 shares of ExxonMobil worth $240K as of Q3 2014.
  • Wilson Kemp & Associates sold 4,100 ExxonMobil shares in Q3 2014, an estimated $408K.
  • ExxonMobil made up 2.19% of Wilson Kemp & Associates's portfolio in Q3 2014, its #20 holding.
  • Wilson Kemp & Associates first reported a position in ExxonMobil in Q2 2013 and has held it in 6 quarters since.
  • Wilson Kemp & Associates's ExxonMobil position peaked at $6.14M in Q2 2013.
  • 1,930 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2014.

Based on Wilson Kemp & Associates's 13F filing for Q3 2014, filed 20 Oct 2014.