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Anderson Hoagland & Co’s Exelon EXC Stock Holding History

Anderson Hoagland & Co’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
Q2 		– Sell
-74,156
Closed -$1.9M – 99
2017
Q1 		$1.9M Buy
74,156
+1,405
+2% +$35.8K 1.03% 37
2016
Q4 		$1.84M Sell
72,751
-911
-1% -$21.6K 1.07% 34
2016
Q3 		$1.75M Buy
73,662
+1,585
+2% +$39.8K 1% 41
2016
Q2 		$1.87M Buy
+72,077
New +$1.78M 1.15% 34

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Anderson Hoagland & Co's EXC Position: Q2 2017 in Review

Anderson Hoagland & Co sold out of Exelon (EXC) in Q2 2017, closing a stake of 74,156 shares — an estimated $1.9M sold.

Anderson Hoagland & Co first reported a position in EXC in Q2 2016 and held it in 4 quarters. The position peaked at $1.9M in Q1 2017. 793 funds tracked by Wall St. Rank hold EXC as of Q2 2017.

  • Anderson Hoagland & Co reported no remaining Exelon position as of Q2 2017 after selling out during the quarter.
  • Anderson Hoagland & Co sold 74,156 Exelon shares in Q2 2017, an estimated $1.9M.
  • Anderson Hoagland & Co first reported a position in Exelon in Q2 2016 and held it in 4 quarters.
  • Anderson Hoagland & Co's Exelon position peaked at $1.9M in Q1 2017.
  • 793 funds tracked by Wall St. Rank held Exelon as of Q2 2017.

Based on Anderson Hoagland & Co's 13F filing for Q2 2017, filed 19 Jul 2017.