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Braver Wealth Management’s Exelon EXC Stock Holding History

Braver Wealth Management’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
2013
Q4 		– Sell
-30,903
Closed -$653K – 76
2013
Q3 		$653K Sell
30,903
-8,413
-21% -$184K 0.23% 63
2013
Q2 		$866K Buy
+39,316
New +$954K 0.4% 46

Other funds holding EXC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Braver Wealth Management's EXC Position: Q4 2013 in Review

Braver Wealth Management sold out of Exelon (EXC) in Q4 2013, closing a stake of 30,903 shares — an estimated $653K sold.

Braver Wealth Management first reported a position in EXC in Q2 2013 and held it in 2 quarters. The position peaked at $866K in Q2 2013. 673 funds tracked by Wall St. Rank hold EXC as of Q4 2013.

  • Braver Wealth Management reported no remaining Exelon position as of Q4 2013 after selling out during the quarter.
  • Braver Wealth Management sold 30,903 Exelon shares in Q4 2013, an estimated $653K.
  • Braver Wealth Management first reported a position in Exelon in Q2 2013 and held it in 2 quarters.
  • Braver Wealth Management's Exelon position peaked at $866K in Q2 2013.
  • 673 funds tracked by Wall St. Rank held Exelon as of Q4 2013.

Based on Braver Wealth Management's 13F filing for Q4 2013, filed 12 Feb 2014.