Advocacy Wealth Management Services’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-421
Closed -$11K 417
2016
Q1
$11K Sell
421
-1,786
-81% -$40K 0.01% 339
2015
Q4
$44K Buy
+2,207
New +$44.7K 0.05% 175

Other funds holding EXC

Advocacy Wealth Management Services's EXC Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of Exelon (EXC) in Q2 2016, closing a stake of 421 shares — an estimated $11K sold.

Advocacy Wealth Management Services first reported a position in EXC in Q4 2015 and held it in 2 quarters. The position peaked at $44K in Q4 2015. 773 funds tracked by Wall St. Rank hold EXC as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining Exelon position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 421 Exelon shares in Q2 2016, an estimated $11K.
  • Advocacy Wealth Management Services first reported a position in Exelon in Q4 2015 and held it in 2 quarters.
  • Advocacy Wealth Management Services's Exelon position peaked at $44K in Q4 2015.
  • 773 funds tracked by Wall St. Rank held Exelon as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.