Catamount Wealth Management’s Exelon EXC Stock Holding History

Catamount 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 Q1	$35K	Hold	984	–	–	0.02%	99
2018 Q4	$34K	Hold	984	–	–	0.02%	84
2018 Q3	$31K	Hold	984	–	–	0.01%	102
2018 Q2	$30K	Hold	984	–	–	0.01%	100
2018 Q1	$27K	Buy	984 +701	+248%	+$18.9K	0.01%	102
2017 Q4	$8K	Hold	283	–	–	﹤0.01%	142
2017 Q3	$8K	Hold	283	–	–	﹤0.01%	139
2017 Q2	$7K	Hold	283	–	–	﹤0.01%	140
2017 Q1	$7K	Hold	283	–	–	﹤0.01%	146
2016 Q4	$7K	Hold	283	–	–	0.01%	126
2016 Q3	$6K	Hold	283	–	–	0.01%	124
2016 Q2	$7K	Hold	283	–	–	0.01%	106
2016 Q1	$7K	Hold	283	–	–	0.01%	102
2015 Q4	$6K	Hold	283	–	–	0.01%	101
2015 Q3	$6K	Hold	283	–	–	0.01%	103
2015 Q2	$6K	Hold	283	–	–	﹤0.01%	132
2015 Q1	$7K	Hold	283	–	–	0.01%	111
2014 Q4	$7K	Buy	+283	New	+$7.26K	0.01%	96

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

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

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

Catamount Wealth Management's EXC Position: Q1 2019 in Review

Catamount Wealth Management held its Exelon (EXC) position steady in Q1 2019 at 984 shares worth $35K. The position accounts for 0.02% of the portfolio, ranked #99.

Catamount Wealth Management first reported a position in EXC in Q4 2014 and has held it in 18 quarters since. 1,008 funds tracked by Wall St. Rank hold EXC as of Q1 2019.

Catamount Wealth Management held 984 shares of Exelon worth $35K as of Q1 2019.
Catamount Wealth Management left its Exelon share count unchanged in Q1 2019.
Exelon made up 0.02% of Catamount Wealth Management's portfolio in Q1 2019, its #99 holding.
Catamount Wealth Management first reported a position in Exelon in Q4 2014 and has held it in 18 quarters since.
1,008 funds tracked by Wall St. Rank held Exelon as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.