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Clarfeld Financial Advisors’s Exelon EXC Stock Holding History

Clarfeld Financial Advisors’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
2018
Q4 		$8K Buy
+248
New +$7.93K 0.01% 257

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Clarfeld Financial Advisors's EXC Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Exelon (EXC) in Q4 2018: 248 shares worth $8K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings.

979 funds tracked by Wall St. Rank hold EXC as of Q4 2018.

  • Clarfeld Financial Advisors held 248 shares of Exelon worth $8K as of Q4 2018.
  • Exelon was a new Clarfeld Financial Advisors position in Q4 2018.
  • Exelon made up 0.01% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #257 holding.
  • 979 funds tracked by Wall St. Rank held Exelon as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.