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BRC Investment Management’s Exelon EXC Stock Holding History

BRC Investment 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
2014
Q3 		– Sell
-11,454
Closed -$298K – 136
2014
Q2 		$298K Hold
11,454
– – 0.04% 124
2014
Q1 		$274K Buy
+11,454
New +$241K 0.04% 122

Other funds holding EXC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

BRC Investment Management's EXC Position: Q3 2014 in Review

BRC Investment Management sold out of Exelon (EXC) in Q3 2014, closing a stake of 11,454 shares — an estimated $298K sold.

BRC Investment Management first reported a position in EXC in Q1 2014 and held it in 2 quarters. The position peaked at $298K in Q2 2014. 700 funds tracked by Wall St. Rank hold EXC as of Q3 2014.

  • BRC Investment Management reported no remaining Exelon position as of Q3 2014 after selling out during the quarter.
  • BRC Investment Management sold 11,454 Exelon shares in Q3 2014, an estimated $298K.
  • BRC Investment Management first reported a position in Exelon in Q1 2014 and held it in 2 quarters.
  • BRC Investment Management's Exelon position peaked at $298K in Q2 2014.
  • 700 funds tracked by Wall St. Rank held Exelon as of Q3 2014.

Based on BRC Investment Management's 13F filing for Q3 2014, filed 21 Oct 2014.