Edge Advisors’s Exelon EXC Stock Holding History

Edge 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 Q2	$1K	Sell	64 -351	-85%	-$10K	﹤0.01%	802
2018 Q1	$11K	Buy	415 +241	+139%	+$6.51K	﹤0.01%	698
2017 Q4	$4K	Sell	174 -451	-72%	-$13K	﹤0.01%	800
2017 Q3	$16K	Sell	625 -3,624	-85%	-$96.9K	﹤0.01%	679
2017 Q2	$109K	Buy	4,249 +563	+15%	+$14.3K	0.01%	383
2017 Q1	$94K	Hold	3,686	–	–	0.01%	414
2016 Q4	$93K	Buy	+3,686	New	+$87.4K	0.01%	388

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Edge Advisors's EXC Position: Q2 2018 in Review

Edge Advisors reduced its Exelon (EXC) stake by 85% in Q2 2018, selling an estimated $10K and leaving 64 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Edge Advisors first reported a position in EXC in Q4 2016 and has held it in 7 quarters since. The position peaked at $109K in Q2 2017. 901 funds tracked by Wall St. Rank hold EXC as of Q2 2018.

Edge Advisors held 64 shares of Exelon worth $1K as of Q2 2018.
Edge Advisors sold 351 Exelon shares in Q2 2018, an estimated $10K.
Exelon made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #802 holding.
Edge Advisors first reported a position in Exelon in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Exelon position peaked at $109K in Q2 2017.
901 funds tracked by Wall St. Rank held Exelon as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.