BTIS
EXC icon

BB&T Investment Services’s Exelon EXC Stock Holding History

BB&T Investment 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
2017
Q4 		$266K Buy
9,437
+3,076
+48% +$88.4K 0.04% 262
2017
Q3 		$172K Buy
6,361
+7
+0.1% +$187 0.03% 279
2017
Q2 		$162K Sell
6,354
-52
-0.8% -$1.32K 0.04% 273
2017
Q1 		$164K Buy
6,406
+377
+6% +$9.61K 0.06% 210
2016
Q4 		$153K Buy
+6,029
New +$143K 0.11% 171

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BB&T Investment Services's EXC Position: Q4 2017 in Review

BB&T Investment Services increased its Exelon (EXC) stake by 48% in Q4 2017, buying an estimated $88.4K and bringing the position to 9,437 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #262.

BB&T Investment Services first reported a position in EXC in Q4 2016 and has held it in 5 quarters since. 867 funds tracked by Wall St. Rank hold EXC as of Q4 2017.

  • BB&T Investment Services held 9,437 shares of Exelon worth $266K as of Q4 2017.
  • BB&T Investment Services bought 3,076 Exelon shares in Q4 2017, an estimated $88.4K.
  • Exelon made up 0.04% of BB&T Investment Services's portfolio in Q4 2017, its #262 holding.
  • BB&T Investment Services first reported a position in Exelon in Q4 2016 and has held it in 5 quarters since.
  • 867 funds tracked by Wall St. Rank held Exelon as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.