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Bridgecreek Investment Management’s Exelon EXC Stock Holding History

Bridgecreek 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
2013
Q4 		– Sell
-175
Closed -$4K – 122
2013
Q3 		$4K Hold
175
– – ﹤0.01% 196
2013
Q2 		$4K Buy
+175
New +$4.25K ﹤0.01% 183

Other funds holding EXC

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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

Bridgecreek Investment Management's EXC Position: Q4 2013 in Review

Bridgecreek Investment Management sold out of Exelon (EXC) in Q4 2013, closing a stake of 175 shares — an estimated $4K sold.

Bridgecreek Investment Management first reported a position in EXC in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q3 2013. 673 funds tracked by Wall St. Rank hold EXC as of Q4 2013.

  • Bridgecreek Investment Management reported no remaining Exelon position as of Q4 2013 after selling out during the quarter.
  • Bridgecreek Investment Management sold 175 Exelon shares in Q4 2013, an estimated $4K.
  • Bridgecreek Investment Management first reported a position in Exelon in Q2 2013 and held it in 2 quarters.
  • Bridgecreek Investment Management's Exelon position peaked at $4K in Q3 2013.
  • 673 funds tracked by Wall St. Rank held Exelon as of Q4 2013.

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