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Alera Investment Advisors’s Exelon EXC Stock Holding History

Alera Investment 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
2019
Q2 		– Sell
-2,031
Closed -$73K – 382
2019
Q1 		$73K Buy
2,031
+208
+11% +$7.08K 0.04% 126
2018
Q4 		$59K Buy
+1,823
New +$58.3K 0.04% 159

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Alera Investment Advisors's EXC Position: Q2 2019 in Review

Alera Investment Advisors sold out of Exelon (EXC) in Q2 2019, closing a stake of 2,031 shares — an estimated $73K sold.

Alera Investment Advisors first reported a position in EXC in Q4 2018 and held it in 2 quarters. The position peaked at $73K in Q1 2019. 1,003 funds tracked by Wall St. Rank hold EXC as of Q2 2019.

  • Alera Investment Advisors reported no remaining Exelon position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 2,031 Exelon shares in Q2 2019, an estimated $73K.
  • Alera Investment Advisors first reported a position in Exelon in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Exelon position peaked at $73K in Q1 2019.
  • 1,003 funds tracked by Wall St. Rank held Exelon as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.