Number of Shares
2.39 Mil
Current Holdings Value*
$186.47 Mil
% of Portfolio
27.87%
Total Estimate Gain
$46.70 Mil
% of Total Estimate Gain
20.77%

EDELMAN FINANCIAL GROUP INC.'s Exxon Mobil Corp Holding Summary

As of 2015-12-31, EDELMAN FINANCIAL GROUP INC. held 2.39 Mil shares of Exxon Mobil Corp(XOM), totaling $186.47 Mil. This investment constitutes 27.87% of their stock portfolio, and EDELMAN FINANCIAL GROUP INC. now holds 0.06% of the outstanding Exxon Mobil Corp(XOM) stock.

The initial trade took place in 2014Q1. And since then EDELMAN FINANCIAL GROUP INC. has made 3 purchases of XOM, at an average price of $88.62, for a total of 2.54 Mil shares. In addition, there have been 4 sales at an average price of $94.68 for 144,604.00 shares. Based on historical transaction data and XOM's current price of $107.77, EDELMAN FINANCIAL GROUP INC.'s estimated gain on his XOM holdings is $46.70 Mil, reflecting a 20.77% gain to date.

EDELMAN FINANCIAL GROUP INC. XOM ($107.77) Holding Chart

EDELMAN FINANCIAL GROUP INC. XOM ($107.77) 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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