Winifred I. Li’s ExxonMobil XOM Stock Holding History

Winifred I. Li’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 Q4	$2.03M	Sell	21,909 -430	-2%	-$40.1K	1.91%	5
2014 Q3	$2.1M	Sell	22,339 -3,076	-12%	-$306K	2.01%	6
2014 Q2	$2.56M	Sell	25,415 -300	-1%	-$30.3K	2.18%	4
2014 Q1	$2.51M	Sell	25,715 -2,508	-9%	-$239K	2.18%	3
2013 Q4	$2.85M	Sell	28,223 -1,262	-4%	-$117K	2.45%	2
2013 Q3	$2.54M	Sell	29,485 -3,075	-9%	-$277K	2.35%	2
2013 Q2	$2.94M	Buy	+32,560	New	+$2.93M	2.73%	2

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

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

BFA

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Winifred I. Li's XOM Position: Q4 2014 in Review

Winifred I. Li reduced its ExxonMobil (XOM) stake by 1.9% in Q4 2014, selling an estimated $40.1K and leaving 21,909 shares worth $2.03M. The position accounts for 1.91% of the portfolio, ranked #5.

Winifred I. Li first reported a position in XOM in Q2 2013 and has held it in 7 quarters since. The position peaked at $2.94M in Q2 2013. 2,052 funds tracked by Wall St. Rank hold XOM as of Q4 2014.

Winifred I. Li held 21,909 shares of ExxonMobil worth $2.03M as of Q4 2014.
Winifred I. Li sold 430 ExxonMobil shares in Q4 2014, an estimated $40.1K.
ExxonMobil made up 1.91% of Winifred I. Li's portfolio in Q4 2014, its #5 holding.
Winifred I. Li first reported a position in ExxonMobil in Q2 2013 and has held it in 7 quarters since.
Winifred I. Li's ExxonMobil position peaked at $2.94M in Q2 2013.
2,052 funds tracked by Wall St. Rank held ExxonMobil as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.