Buckley Wealth Management’s Exelon EXC Stock Holding History

Buckley 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
2019 Q3	–	Sell	-8,500	Closed	-$291K	–	139
2019 Q2	$291K	Sell	8,500 -149	-2%	-$5.26K	0.14%	129
2019 Q1	$309K	Sell	8,649 -14	-0.2%	-$477	0.15%	115
2018 Q4	$279K	Sell	8,663 -5,162	-37%	-$165K	0.14%	122
2018 Q3	$431K	Sell	13,825 -35	-0.3%	-$1.08K	0.19%	103
2018 Q2	$421K	Buy	13,860 +47	+0.3%	+$1.35K	0.2%	103
2018 Q1	$384K	Sell	13,813 -494	-3%	-$13.3K	0.19%	110
2017 Q4	$402K	Buy	+14,307	New	+$411K	0.2%	111

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Buckley Wealth Management's EXC Position: Q3 2019 in Review

Buckley Wealth Management sold out of Exelon (EXC) in Q3 2019, closing a stake of 8,500 shares — an estimated $291K sold.

Buckley Wealth Management first reported a position in EXC in Q4 2017 and held it in 7 quarters. The position peaked at $431K in Q3 2018. 963 funds tracked by Wall St. Rank hold EXC as of Q3 2019.

Buckley Wealth Management reported no remaining Exelon position as of Q3 2019 after selling out during the quarter.
Buckley Wealth Management sold 8,500 Exelon shares in Q3 2019, an estimated $291K.
Buckley Wealth Management first reported a position in Exelon in Q4 2017 and held it in 7 quarters.
Buckley Wealth Management's Exelon position peaked at $431K in Q3 2018.
963 funds tracked by Wall St. Rank held Exelon as of Q3 2019.

Based on Buckley Wealth Management's 13F filing for Q3 2019, filed 11 Oct 2019.