BIG
EXC icon

Bellwether Investment Group’s Exelon EXC Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-280
Closed -$7K – 241
2017
Q1 		$7K Sell
280
-2,357
-89% -$60.1K 0.02% 555
2016
Q4 		$67K Buy
+2,637
New +$62.5K 0.06% 233
2016
Q2 		$69K Buy
+2,664
New +$65.9K 0.08% 207

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bellwether Investment Group's EXC Position: Q2 2017 in Review

Bellwether Investment Group sold out of Exelon (EXC) in Q2 2017, closing a stake of 280 shares — an estimated $7K sold.

Bellwether Investment Group first reported a position in EXC in Q2 2016 and held it in 3 quarters. The position peaked at $69K in Q2 2016. 793 funds tracked by Wall St. Rank hold EXC as of Q2 2017.

  • Bellwether Investment Group reported no remaining Exelon position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 280 Exelon shares in Q2 2017, an estimated $7K.
  • Bellwether Investment Group first reported a position in Exelon in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Exelon position peaked at $69K in Q2 2016.
  • 793 funds tracked by Wall St. Rank held Exelon as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.