Creative Planning
EXCU

Creative Planning’s Exelon Corporation EXCU Stock Holding History

Creative Planning’s Portfolio EXCU Stock Details EXCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-53
Closed -$3K – 4661
2016
Q1 		$3K Hold
53
– – ﹤0.01% 3879
2015
Q4 		$2K Buy
+53
New +$2.21K ﹤0.01% 4122

Other funds holding EXCU

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Creative Planning's EXCU Position: Q2 2016 in Review

Creative Planning sold out of Exelon Corporation (EXCU) in Q2 2016, closing a stake of 53 shares — an estimated $3K sold.

Creative Planning first reported a position in EXCU in Q4 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2016. 49 funds tracked by Wall St. Rank hold EXCU as of Q2 2016.

  • Creative Planning reported no remaining Exelon Corporation position as of Q2 2016 after selling out during the quarter.
  • Creative Planning sold 53 Exelon Corporation shares in Q2 2016, an estimated $3K.
  • Creative Planning first reported a position in Exelon Corporation in Q4 2015 and held it in 2 quarters.
  • Creative Planning's Exelon Corporation position peaked at $3K in Q1 2016.
  • 49 funds tracked by Wall St. Rank held Exelon Corporation as of Q2 2016.

Based on Creative Planning's 13F filing for Q2 2016, filed 12 Jul 2016.