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AFT Forsyth & Company’s Exelon EXC Stock Holding History

AFT Forsyth & Company’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
2013
Q3 		$9K Hold
414
– – 0.01% 274
2013
Q2 		$9K Buy
+414
New +$10K 0.01% 255

Other funds holding EXC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

AFT Forsyth & Company's EXC Position: Q3 2013 in Review

AFT Forsyth & Company held its Exelon (EXC) position steady in Q3 2013 at 414 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #274.

AFT Forsyth & Company first reported a position in EXC in Q2 2013 and has held it in 2 quarters since. 634 funds tracked by Wall St. Rank hold EXC as of Q3 2013.

  • AFT Forsyth & Company held 414 shares of Exelon worth $9K as of Q3 2013.
  • AFT Forsyth & Company left its Exelon share count unchanged in Q3 2013.
  • Exelon made up 0.01% of AFT Forsyth & Company's portfolio in Q3 2013, its #274 holding.
  • AFT Forsyth & Company first reported a position in Exelon in Q2 2013 and has held it in 2 quarters since.
  • 634 funds tracked by Wall St. Rank held Exelon as of Q3 2013.

Based on AFT Forsyth & Company's 13F filing for Q3 2013, filed 8 Nov 2013.