Bigelow Investment Advisors’s Exelon EXC Stock Holding History

Bigelow Investment 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
2020 Q2	–	Sell	-8,527	Closed	-$224K	–	138
2020 Q1	$224K	Sell	8,527 -1,087	-11%	-$34.2K	0.17%	126
2019 Q4	$313K	Hold	9,614	–	–	0.18%	128
2019 Q3	$331K	Sell	9,614 -630	-6%	-$21.2K	0.21%	118
2019 Q2	$350K	Sell	10,244 -745	-7%	-$26.3K	0.23%	112
2019 Q1	$393K	Sell	10,989 -1,625	-13%	-$55.3K	0.27%	103
2018 Q4	$406K	Sell	12,614 -350	-3%	-$11.2K	0.3%	96
2018 Q3	$404K	Sell	12,964 -442	-3%	-$13.6K	0.27%	109
2018 Q2	$407K	Sell	13,406 -210	-2%	-$6.01K	0.28%	102
2018 Q1	$379K	Buy	+13,616	New	+$368K	0.26%	112

Other funds holding EXC

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bigelow Investment Advisors's EXC Position: Q2 2020 in Review

Bigelow Investment Advisors sold out of Exelon (EXC) in Q2 2020, closing a stake of 8,527 shares — an estimated $224K sold.

Bigelow Investment Advisors first reported a position in EXC in Q1 2018 and held it in 9 quarters. The position peaked at $407K in Q2 2018. 877 funds tracked by Wall St. Rank hold EXC as of Q2 2020.

Bigelow Investment Advisors reported no remaining Exelon position as of Q2 2020 after selling out during the quarter.
Bigelow Investment Advisors sold 8,527 Exelon shares in Q2 2020, an estimated $224K.
Bigelow Investment Advisors first reported a position in Exelon in Q1 2018 and held it in 9 quarters.
Bigelow Investment Advisors's Exelon position peaked at $407K in Q2 2018.
877 funds tracked by Wall St. Rank held Exelon as of Q2 2020.

Based on Bigelow Investment Advisors's 13F filing for Q2 2020, filed 11 Aug 2020.