Baird’s Exelon EXC Stock Holding History

Baird’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 Q1	$4.88M	Sell	203,440 -59,633	-23%	-$1.48M	0.05%	348
2014 Q4	$6.96M	Buy	263,073 +192,346	+272%	+$4.94M	0.07%	272
2014 Q3	$1.72M	Buy	70,727 +2,790	+4%	+$65.3K	0.02%	498
2014 Q2	$1.77M	Sell	67,937 -1,563	-2%	-$39.9K	0.02%	513
2014 Q1	$1.66M	Buy	69,500 +2,318	+3%	+$48.8K	0.02%	507
2013 Q4	$1.31M	Buy	67,182 +2,897	+5%	+$58.3K	0.02%	539
2013 Q3	$1.36M	Sell	64,285 -26,888	-29%	-$588K	0.03%	508
2013 Q2	$2.01M	Buy	+91,173	New	+$2.21M	0.04%	415

Other funds holding EXC

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

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baird's EXC Position: Q1 2015 in Review

Baird reduced its Exelon (EXC) stake by 23% in Q1 2015, selling an estimated $1.48M and leaving 203,440 shares worth $4.88M. The position accounts for 0.05% of the portfolio, ranked #348.

Baird first reported a position in EXC in Q2 2013 and has held it in 8 quarters since. The position peaked at $6.96M in Q4 2014. 731 funds tracked by Wall St. Rank hold EXC as of Q1 2015.

Baird held 203,440 shares of Exelon worth $4.88M as of Q1 2015.
Baird sold 59,633 Exelon shares in Q1 2015, an estimated $1.48M.
Exelon made up 0.05% of Baird's portfolio in Q1 2015, its #348 holding.
Baird first reported a position in Exelon in Q2 2013 and has held it in 8 quarters since.
Baird's Exelon position peaked at $6.96M in Q4 2014.
731 funds tracked by Wall St. Rank held Exelon as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.