Acorn Wealth Advisors’s Exelon EXC Stock Holding History

Acorn Wealth Advisors’s Portfolio EXC Stock Details EXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-422	Closed	-$13K	–	210
2018 Q2	$13K	Hold	422	–	–	0.01%	465
2018 Q1	$12K	Hold	422	–	–	0.01%	476
2017 Q4	$12K	Buy	+422	New	+$12.1K	0.01%	454

Other funds holding EXC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Acorn Wealth Advisors's EXC Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Exelon (EXC) in Q3 2018, closing a stake of 422 shares — an estimated $13K sold.

Acorn Wealth Advisors first reported a position in EXC in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q2 2018. 915 funds tracked by Wall St. Rank hold EXC as of Q3 2018.

Acorn Wealth Advisors reported no remaining Exelon position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 422 Exelon shares in Q3 2018, an estimated $13K.
Acorn Wealth Advisors first reported a position in Exelon in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Exelon position peaked at $13K in Q2 2018.
915 funds tracked by Wall St. Rank held Exelon as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.