AWM
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Arbor Wealth Management’s Exelon EXC Stock Holding History

Arbor 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
2019
Q3 		– Sell
-494
Closed -$17K – 98
2019
Q2 		$17K Hold
494
– – 0.01% 117
2019
Q1 		$18K Buy
+494
New +$16.8K 0.01% 116

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arbor Wealth Management's EXC Position: Q3 2019 in Review

Arbor Wealth Management sold out of Exelon (EXC) in Q3 2019, closing a stake of 494 shares — an estimated $17K sold.

Arbor Wealth Management first reported a position in EXC in Q1 2019 and held it in 2 quarters. The position peaked at $18K in Q1 2019. 963 funds tracked by Wall St. Rank hold EXC as of Q3 2019.

  • Arbor Wealth Management reported no remaining Exelon position as of Q3 2019 after selling out during the quarter.
  • Arbor Wealth Management sold 494 Exelon shares in Q3 2019, an estimated $17K.
  • Arbor Wealth Management first reported a position in Exelon in Q1 2019 and held it in 2 quarters.
  • Arbor Wealth Management's Exelon position peaked at $18K in Q1 2019.
  • 963 funds tracked by Wall St. Rank held Exelon as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.