Bruderman Asset Management’s Exelon EXC Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-373	Closed	-$13K	–	245
2019 Q1	$13K	Buy	373 +1	+0.3%	+$34	﹤0.01%	410
2018 Q4	$12K	Buy	372 +55	+17%	+$1.76K	﹤0.01%	407
2018 Q3	$10K	Buy	317 +3	+1%	+$92	﹤0.01%	281
2018 Q2	$10K	Buy	314 +3	+1%	+$86	﹤0.01%	296
2018 Q1	$9K	Buy	+311	New	+$8.4K	﹤0.01%	301
2017 Q3	–	Sell	-304	Closed	-$8K	–	189
2017 Q2	$8K	Buy	+304	New	+$7.74K	﹤0.01%	318
2017 Q1	–	Sell	-299	Closed	-$8K	–	184
2016 Q4	$8K	Buy	299 +3	+1%	+$71	﹤0.01%	324
2016 Q3	$7K	Buy	296 +3	+1%	+$75	﹤0.01%	348
2016 Q2	$8K	Buy	+293	New	+$7.25K	﹤0.01%	321

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bruderman Asset Management's EXC Position: Q2 2019 in Review

Bruderman Asset Management sold out of Exelon (EXC) in Q2 2019, closing a stake of 373 shares — an estimated $13K sold.

Bruderman Asset Management first reported a position in EXC in Q2 2016 and held it in 9 quarters. The position peaked at $13K in Q1 2019. 1,003 funds tracked by Wall St. Rank hold EXC as of Q2 2019.

Bruderman Asset Management reported no remaining Exelon position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 373 Exelon shares in Q2 2019, an estimated $13K.
Bruderman Asset Management first reported a position in Exelon in Q2 2016 and held it in 9 quarters.
Bruderman Asset Management's Exelon position peaked at $13K in Q1 2019.
1,003 funds tracked by Wall St. Rank held Exelon as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.