Delphi Private Advisors’s Exelon EXC Stock Holding History

Delphi Private 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 Q1	–	Sell	-1,040	Closed	-$29K	–	95
2017 Q4	$29K	Hold	1,040	–	–	0.07%	99
2017 Q3	$28K	Hold	1,040	–	–	0.08%	52
2017 Q2	$27K	Hold	1,040	–	–	0.05%	61
2017 Q1	$27K	Sell	1,040 -28	-3%	-$714	0.05%	53
2016 Q4	$27K	Sell	1,068 -164	-13%	-$3.89K	0.05%	64
2016 Q3	$29K	Hold	1,232	–	–	0.05%	51
2016 Q2	$32K	Buy	1,232 +164	+15%	+$4.06K	0.06%	59
2016 Q1	$27K	Hold	1,068	–	–	0.05%	74
2015 Q4	$21K	Buy	+1,068	New	+$21.6K	0.04%	104

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

Delphi Private Advisors's EXC Position: Q1 2018 in Review

Delphi Private Advisors sold out of Exelon (EXC) in Q1 2018, closing a stake of 1,040 shares — an estimated $29K sold.

Delphi Private Advisors first reported a position in EXC in Q4 2015 and held it in 9 quarters. The position peaked at $32K in Q2 2016. 880 funds tracked by Wall St. Rank hold EXC as of Q1 2018.

Delphi Private Advisors reported no remaining Exelon position as of Q1 2018 after selling out during the quarter.
Delphi Private Advisors sold 1,040 Exelon shares in Q1 2018, an estimated $29K.
Delphi Private Advisors first reported a position in Exelon in Q4 2015 and held it in 9 quarters.
Delphi Private Advisors's Exelon position peaked at $32K in Q2 2016.
880 funds tracked by Wall St. Rank held Exelon as of Q1 2018.

Based on Delphi Private Advisors's 13F filing for Q1 2018, filed 2 May 2018.