Wunderlich Capital Managemnt’s ExxonMobil XOM Stock Holding History

Wunderlich Capital Managemnt’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
2018 Q2	–	Sell	-16,293	Closed	-$1.22M	–	96
2018 Q1	$1.22M	Sell	16,293 -5	-0%	-$400	0.84%	67
2017 Q4	$1.36M	Buy	16,298 +587	+4%	+$48.5K	0.94%	57
2017 Q3	$1.29M	Sell	15,711 -129	-0.8%	-$10.2K	0.96%	59
2017 Q2	$1.28M	Sell	15,840 -125	-0.8%	-$10.2K	0.96%	60
2017 Q1	$1.31M	Buy	15,965 +638	+4%	+$53.3K	1.02%	55
2016 Q4	$1.38M	Sell	15,327 -309	-2%	-$27K	1.13%	49
2016 Q3	$1.36M	Buy	15,636 +11,513	+279%	+$1.02M	1.09%	51
2016 Q2	$386K	Sell	4,123 -97	-2%	-$8.58K	0.33%	78
2016 Q1	$353K	Buy	4,220 +410	+11%	+$32.8K	0.3%	78
2015 Q4	$297K	Buy	3,810 +109	+3%	+$8.71K	0.26%	85
2015 Q3	$275K	Buy	+3,701	New	+$285K	0.25%	84

Other funds holding XOM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wunderlich Capital Managemnt's XOM Position: Q2 2018 in Review

Wunderlich Capital Managemnt sold out of ExxonMobil (XOM) in Q2 2018, closing a stake of 16,293 shares — an estimated $1.22M sold.

Wunderlich Capital Managemnt first reported a position in XOM in Q3 2015 and held it in 11 quarters. The position peaked at $1.38M in Q4 2016. 2,433 funds tracked by Wall St. Rank hold XOM as of Q2 2018.

Wunderlich Capital Managemnt reported no remaining ExxonMobil position as of Q2 2018 after selling out during the quarter.
Wunderlich Capital Managemnt sold 16,293 ExxonMobil shares in Q2 2018, an estimated $1.22M.
Wunderlich Capital Managemnt first reported a position in ExxonMobil in Q3 2015 and held it in 11 quarters.
Wunderlich Capital Managemnt's ExxonMobil position peaked at $1.38M in Q4 2016.
2,433 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2018.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2018, filed 14 Aug 2018.