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Aris Wealth Services’s Exelon EXC Stock Holding History

Aris Wealth Services’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
2015
Q3 		$7K Sell
332
-391
-54% -$8.79K 0.01% 257
2015
Q2 		$16K Sell
723
-390
-35% -$9.34K 0.01% 330
2015
Q1 		$27K Buy
+1,113
New +$27.6K 0.03% 287

Other funds holding EXC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aris Wealth Services's EXC Position: Q3 2015 in Review

Aris Wealth Services reduced its Exelon (EXC) stake by 54% in Q3 2015, selling an estimated $8.79K and leaving 332 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #257.

Aris Wealth Services first reported a position in EXC in Q1 2015 and has held it in 3 quarters since. The position peaked at $27K in Q1 2015. 745 funds tracked by Wall St. Rank hold EXC as of Q3 2015.

  • Aris Wealth Services held 332 shares of Exelon worth $7K as of Q3 2015.
  • Aris Wealth Services sold 391 Exelon shares in Q3 2015, an estimated $8.79K.
  • Exelon made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #257 holding.
  • Aris Wealth Services first reported a position in Exelon in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Exelon position peaked at $27K in Q1 2015.
  • 745 funds tracked by Wall St. Rank held Exelon as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.