ALPS | WMC Research Value Fund XOM Holdings History
Number of Shares
20,630.00
Current Holdings Value*
$1.28 Mil
% of Portfolio
2.63%
Total Estimate Gain
$790,023.00
% of Total Estimate Gain
32.13%
ALPS | WMC Research Value Fund's Exxon Mobil Corp Holding Summary
As of 2020-01-31, ALPS | WMC Research Value Fund held 20,630.00 shares of Exxon Mobil Corp(XOM), totaling $1.28 Mil. This investment constitutes 2.63% of their stock portfolio, and ALPS | WMC Research Value Fund now holds 0% of the outstanding Exxon Mobil Corp(XOM) stock.
The initial trade took place in 2019Q4. In addition, there have been 1 sales at an average price of $68.98 for 14,640.00 shares. Based on historical transaction data and XOM's current price of $108.54, ALPS | WMC Research Value Fund's estimated gain on his XOM holdings is $790,023.00, reflecting a 32.13% gain to date.
ALPS | WMC Research Value Fund XOM ($108.54) Holding Chart
ALPS | WMC Research Value Fund XOM ($108.54) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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