Curian Capital’s Exelon EXC Stock Holding History

Curian Capital’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
2016 Q1	–	Sell	-185,918	Closed	-$3.68M	–	138
2015 Q4	$3.68M	Sell	185,918 -332,177	-64%	-$6.73M	0.27%	74
2015 Q3	$11M	Buy	518,095 +116,425	+29%	+$2.62M	0.29%	77
2015 Q2	$9M	Sell	401,670 -45,407	-10%	-$1.09M	0.15%	168
2015 Q1	$10.7M	Buy	447,077 +62,499	+16%	+$1.55M	0.18%	142
2014 Q4	$10.2M	Buy	384,578 +27,018	+8%	+$693K	0.17%	146
2014 Q3	$8.69M	Sell	357,560 -67,074	-16%	-$1.57M	0.15%	170
2014 Q2	$11M	Sell	424,634 -39,957	-9%	-$1.02M	0.19%	127
2014 Q1	$11.1M	Buy	+464,591	New	+$9.78M	0.2%	120

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Curian Capital's EXC Position: Q1 2016 in Review

Curian Capital sold out of Exelon (EXC) in Q1 2016, closing a stake of 185,918 shares — an estimated $3.68M sold.

Curian Capital first reported a position in EXC in Q1 2014 and held it in 8 quarters. The position peaked at $11.1M in Q1 2014. 764 funds tracked by Wall St. Rank hold EXC as of Q1 2016.

Curian Capital reported no remaining Exelon position as of Q1 2016 after selling out during the quarter.
Curian Capital sold 185,918 Exelon shares in Q1 2016, an estimated $3.68M.
Curian Capital first reported a position in Exelon in Q1 2014 and held it in 8 quarters.
Curian Capital's Exelon position peaked at $11.1M in Q1 2014.
764 funds tracked by Wall St. Rank held Exelon as of Q1 2016.

Based on Curian Capital's 13F filing for Q1 2016.