Apriem Advisors’s Exelon EXC Stock Holding History

Apriem 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
2017 Q2	–	Sell	-102	Closed	-$3K	–	264
2017 Q1	$3K	Hold	102	–	–	﹤0.01%	546
2016 Q4	$3K	Buy	+102	New	+$2.42K	﹤0.01%	569
2014 Q3	–	Sell	-98	Closed	-$3K	–	543
2014 Q2	$3K	Buy	+98	New	+$2.5K	﹤0.01%	417
2013 Q3	–	Sell	-911	Closed	-$20K	–	505
2013 Q2	$20K	Buy	+911	New	+$22.1K	0.01%	276

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Apriem Advisors's EXC Position: Q2 2017 in Review

Apriem Advisors sold out of Exelon (EXC) in Q2 2017, closing a stake of 102 shares — an estimated $3K sold.

Apriem Advisors first reported a position in EXC in Q2 2013 and held it in 4 quarters. The position peaked at $20K in Q2 2013. 793 funds tracked by Wall St. Rank hold EXC as of Q2 2017.

Apriem Advisors reported no remaining Exelon position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 102 Exelon shares in Q2 2017, an estimated $3K.
Apriem Advisors first reported a position in Exelon in Q2 2013 and held it in 4 quarters.
Apriem Advisors's Exelon position peaked at $20K in Q2 2013.
793 funds tracked by Wall St. Rank held Exelon as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.