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Acrospire Investment Management’s Exelon EXC Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-1,682
Closed -$43K – 491
2017
Q2 		$43K Buy
1,682
+1,402
+501% +$35.7K 0.04% 995
2017
Q1 		$7K Sell
280
-4,767
-94% -$121K 0.01% 1935
2016
Q4 		$128K Buy
+5,047
New +$120K 0.05% 724
2016
Q3 		– Sell
-280
Closed -$7K – 2022
2016
Q2 		$7K Sell
280
-1,683
-86% -$41.6K 0.01% 1808
2016
Q1 		$50K Buy
+1,963
New +$44K 0.03% 947

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Acrospire Investment Management's EXC Position: Q3 2017 in Review

Acrospire Investment Management sold out of Exelon (EXC) in Q3 2017, closing a stake of 1,682 shares — an estimated $43K sold.

Acrospire Investment Management first reported a position in EXC in Q1 2016 and held it in 5 quarters. The position peaked at $128K in Q4 2016. 781 funds tracked by Wall St. Rank hold EXC as of Q3 2017.

  • Acrospire Investment Management reported no remaining Exelon position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,682 Exelon shares in Q3 2017, an estimated $43K.
  • Acrospire Investment Management first reported a position in Exelon in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's Exelon position peaked at $128K in Q4 2016.
  • 781 funds tracked by Wall St. Rank held Exelon as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.