Americafirst Capital Management’s Exelon EXC Stock Holding History

Americafirst Capital 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	$1.02M	Buy	+37,806	New	+$1.01M	1.37%	5
2017 Q1	–	Sell	-71,872	Closed	-$1.82M	–	188
2016 Q4	$1.82M	Buy	+71,872	New	+$1.7M	1.91%	17
2015 Q1	–	Sell	-21,047	Closed	-$557M	–	289
2014 Q4	$557M	Sell	21,047 -35,148	-63%	-$902K	0.27%	137
2014 Q3	$1.37B	Buy	+56,195	New	+$1.32M	0.67%	38

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Americafirst Capital Management's EXC Position: Q3 2017 in Review

Americafirst Capital Management opened a new position in Exelon (EXC) in Q3 2017: 37,806 shares worth $1.02M. The stake represents 1.37% of the portfolio and ranks #5 among its holdings. This is a return to the name: Americafirst Capital Management previously reported a position in EXC as recently as Q4 2016.

Americafirst Capital Management first reported a position in EXC in Q3 2014 and has held it in 4 quarters since. The position peaked at $1.37B in Q3 2014. 781 funds tracked by Wall St. Rank hold EXC as of Q3 2017.

Americafirst Capital Management held 37,806 shares of Exelon worth $1.02M as of Q3 2017.
Exelon was a new Americafirst Capital Management position in Q3 2017.
Exelon made up 1.37% of Americafirst Capital Management's portfolio in Q3 2017, its #5 holding.
Americafirst Capital Management first reported a position in Exelon in Q3 2014 and has held it in 4 quarters since.
Americafirst Capital Management's Exelon position peaked at $1.37B in Q3 2014.
781 funds tracked by Wall St. Rank held Exelon as of Q3 2017.

Based on Americafirst Capital Management's 13F filing for Q3 2017, filed 16 Nov 2017.