CAG
EXCU

Crestwood Advisors Group’s Exelon Corporation EXCU Stock Holding History

Crestwood Advisors Group’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
2017
Q2 		– Sell
-500
Closed -$25K – 510
2017
Q1 		$25K Buy
+500
New +$24.6K ﹤0.01% 352

Crestwood Advisors Group's EXCU Position: Q2 2017 in Review

Crestwood Advisors Group sold out of Exelon Corporation (EXCU) in Q2 2017, closing a stake of 500 shares — an estimated $25K sold.

Crestwood Advisors Group first reported a position in EXCU in Q1 2017 and held it in 1 quarter. The position peaked at $25K in Q1 2017. 0 funds tracked by Wall St. Rank hold EXCU as of Q2 2017.

  • Crestwood Advisors Group reported no remaining Exelon Corporation position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 500 Exelon Corporation shares in Q2 2017, an estimated $25K.
  • Crestwood Advisors Group first reported a position in Exelon Corporation in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's Exelon Corporation position peaked at $25K in Q1 2017.
  • 0 funds tracked by Wall St. Rank held Exelon Corporation as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.