Ballew Advisors’s Exelon EXC Stock Holding History

Ballew 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
2018 Q4	–	Sell	-440	Closed	-$14K	–	204
2018 Q3	$14K	Hold	440	–	–	0.01%	268
2018 Q2	$13K	Hold	440	–	–	0.01%	279
2018 Q1	$12K	Buy	+440	New	+$11.9K	0.01%	285

Other funds holding EXC

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

BlackRock New York $5.72T AUM 30.48% 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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Ballew Advisors's EXC Position: Q4 2018 in Review

Ballew Advisors sold out of Exelon (EXC) in Q4 2018, closing a stake of 440 shares — an estimated $14K sold.

Ballew Advisors first reported a position in EXC in Q1 2018 and held it in 3 quarters. The position peaked at $14K in Q3 2018. 978 funds tracked by Wall St. Rank hold EXC as of Q4 2018.

Ballew Advisors reported no remaining Exelon position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 440 Exelon shares in Q4 2018, an estimated $14K.
Ballew Advisors first reported a position in Exelon in Q1 2018 and held it in 3 quarters.
Ballew Advisors's Exelon position peaked at $14K in Q3 2018.
978 funds tracked by Wall St. Rank held Exelon as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.