Financial Sense Advisors’s Exelon EXC Stock Holding History

Financial Sense 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
2019 Q3	–	Sell	-130,794	Closed	-$4.47M	–	78
2019 Q2	$4.47M	Sell	130,794 -4,749	-4%	-$168K	1.97%	15
2019 Q1	$4.85M	Sell	135,543 -5,544	-4%	-$189K	2.14%	14
2018 Q4	$4.54M	Buy	141,087 +8,367	+6%	+$268K	2.87%	8
2018 Q3	$4.13M	Buy	+132,720	New	+$4.08M	1.75%	14

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Sense Advisors's EXC Position: Q3 2019 in Review

Financial Sense Advisors sold out of Exelon (EXC) in Q3 2019, closing a stake of 130,794 shares — an estimated $4.47M sold.

Financial Sense Advisors first reported a position in EXC in Q3 2018 and held it in 4 quarters. The position peaked at $4.85M in Q1 2019. 963 funds tracked by Wall St. Rank hold EXC as of Q3 2019.

Financial Sense Advisors reported no remaining Exelon position as of Q3 2019 after selling out during the quarter.
Financial Sense Advisors sold 130,794 Exelon shares in Q3 2019, an estimated $4.47M.
Financial Sense Advisors first reported a position in Exelon in Q3 2018 and held it in 4 quarters.
Financial Sense Advisors's Exelon position peaked at $4.85M in Q1 2019.
963 funds tracked by Wall St. Rank held Exelon as of Q3 2019.

Based on Financial Sense Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.