Altavista Wealth Management’s Exelon EXC Stock Holding History

Altavista Wealth 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
2014 Q4	–	Sell	-8,552	Closed	-$208K	–	113
2014 Q3	$208K	Sell	8,552 -631	-7%	-$14.8K	0.13%	109
2014 Q2	$239K	Sell	9,183 -3,403	-27%	-$86.8K	0.15%	108
2014 Q1	$301K	Sell	12,586 -580	-4%	-$12.2K	0.18%	97
2013 Q4	$271K	Sell	13,166 -4,939	-27%	-$99.4K	0.17%	103
2013 Q3	$383K	Sell	18,105 -7,571	-29%	-$166K	0.25%	83
2013 Q2	$566K	Buy	+25,676	New	+$623K	0.38%	69

Other funds holding EXC

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Altavista Wealth Management's EXC Position: Q4 2014 in Review

Altavista Wealth Management sold out of Exelon (EXC) in Q4 2014, closing a stake of 8,552 shares — an estimated $208K sold.

Altavista Wealth Management first reported a position in EXC in Q2 2013 and held it in 6 quarters. The position peaked at $566K in Q2 2013. 745 funds tracked by Wall St. Rank hold EXC as of Q4 2014.

Altavista Wealth Management reported no remaining Exelon position as of Q4 2014 after selling out during the quarter.
Altavista Wealth Management sold 8,552 Exelon shares in Q4 2014, an estimated $208K.
Altavista Wealth Management first reported a position in Exelon in Q2 2013 and held it in 6 quarters.
Altavista Wealth Management's Exelon position peaked at $566K in Q2 2013.
745 funds tracked by Wall St. Rank held Exelon as of Q4 2014.

Based on Altavista Wealth Management's 13F filing for Q4 2014, filed 6 Feb 2015.