EWM
EXC icon

Executive Wealth Management’s Exelon EXC Stock Holding History

Executive Wealth Management’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
Q3 		– Sell
-2,284
Closed -$78K – 345
2019
Q2 		$78K Buy
2,284
+16
+0.7% +$565 0.01% 239
2019
Q1 		$81K Buy
2,268
+1
+0% +$34 0.01% 212
2018
Q4 		$73K Buy
+2,267
New +$72.5K 0.01% 230

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Executive Wealth Management's EXC Position: Q3 2019 in Review

Executive Wealth Management sold out of Exelon (EXC) in Q3 2019, closing a stake of 2,284 shares — an estimated $78K sold.

Executive Wealth Management first reported a position in EXC in Q4 2018 and held it in 3 quarters. The position peaked at $81K in Q1 2019. 963 funds tracked by Wall St. Rank hold EXC as of Q3 2019.

  • Executive Wealth Management reported no remaining Exelon position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 2,284 Exelon shares in Q3 2019, an estimated $78K.
  • Executive Wealth Management first reported a position in Exelon in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Exelon position peaked at $81K in Q1 2019.
  • 963 funds tracked by Wall St. Rank held Exelon as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.