DHFB
EXC icon

Dixon Hubard Feinour & Brown’s Exelon EXC Stock Holding History

Dixon Hubard Feinour & Brown’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
2019
Q4 		– Sell
-5,842
Closed -$201K – 185
2019
Q3 		$201K Sell
5,842
-138
-2% -$4.63K 0.06% 169
2019
Q2 		$204K Buy
5,980
+138
+2% +$4.87K 0.06% 165
2019
Q1 		$209K Sell
5,842
-393
-6% -$13.4K 0.06% 161
2018
Q4 		$201K Buy
+6,235
New +$199K 0.07% 152

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dixon Hubard Feinour & Brown's EXC Position: Q4 2019 in Review

Dixon Hubard Feinour & Brown sold out of Exelon (EXC) in Q4 2019, closing a stake of 5,842 shares — an estimated $201K sold.

Dixon Hubard Feinour & Brown first reported a position in EXC in Q4 2018 and held it in 4 quarters. The position peaked at $209K in Q1 2019. 970 funds tracked by Wall St. Rank hold EXC as of Q4 2019.

  • Dixon Hubard Feinour & Brown reported no remaining Exelon position as of Q4 2019 after selling out during the quarter.
  • Dixon Hubard Feinour & Brown sold 5,842 Exelon shares in Q4 2019, an estimated $201K.
  • Dixon Hubard Feinour & Brown first reported a position in Exelon in Q4 2018 and held it in 4 quarters.
  • Dixon Hubard Feinour & Brown's Exelon position peaked at $209K in Q1 2019.
  • 970 funds tracked by Wall St. Rank held Exelon as of Q4 2019.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q4 2019, filed 14 Feb 2020.