Coyle Financial Counsel’s Exelon EXC Stock Holding History

Coyle Financial Counsel’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 Q1	–	Sell	-7,161	Closed	-$201K	–	77
2017 Q4	$201K	Buy	+7,161	New	+$206K	0.23%	44

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Coyle Financial Counsel's EXC Position: Q1 2018 in Review

Coyle Financial Counsel sold out of Exelon (EXC) in Q1 2018, closing a stake of 7,161 shares — an estimated $201K sold.

Coyle Financial Counsel first reported a position in EXC in Q4 2017 and held it in 1 quarter. The position peaked at $201K in Q4 2017. 880 funds tracked by Wall St. Rank hold EXC as of Q1 2018.

Coyle Financial Counsel reported no remaining Exelon position as of Q1 2018 after selling out during the quarter.
Coyle Financial Counsel sold 7,161 Exelon shares in Q1 2018, an estimated $201K.
Coyle Financial Counsel first reported a position in Exelon in Q4 2017 and held it in 1 quarter.
Coyle Financial Counsel's Exelon position peaked at $201K in Q4 2017.
880 funds tracked by Wall St. Rank held Exelon as of Q1 2018.

Based on Coyle Financial Counsel's 13F filing for Q1 2018, filed 3 May 2018.