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Bingham Osborn & Scarborough’s Exelon EXC Stock Holding History

Bingham Osborn & Scarborough’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
Q1 		– Sell
-6,250
Closed -$203K – 153
2019
Q4 		$203K Buy
+6,250
New +$202K 0.02% 164

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bingham Osborn & Scarborough's EXC Position: Q1 2020 in Review

Bingham Osborn & Scarborough sold out of Exelon (EXC) in Q1 2020, closing a stake of 6,250 shares — an estimated $203K sold.

Bingham Osborn & Scarborough first reported a position in EXC in Q4 2019 and held it in 1 quarter. The position peaked at $203K in Q4 2019. 881 funds tracked by Wall St. Rank hold EXC as of Q1 2020.

  • Bingham Osborn & Scarborough reported no remaining Exelon position as of Q1 2020 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 6,250 Exelon shares in Q1 2020, an estimated $203K.
  • Bingham Osborn & Scarborough first reported a position in Exelon in Q4 2019 and held it in 1 quarter.
  • Bingham Osborn & Scarborough's Exelon position peaked at $203K in Q4 2019.
  • 881 funds tracked by Wall St. Rank held Exelon as of Q1 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q1 2020, filed 5 May 2020.