First National Bank Sioux Falls’s Exelon EXC Stock Holding History

First National Bank Sioux Falls’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
2016 Q4	–	Sell	-1,530	Closed	-$36K	–	102
2016 Q3	$36K	Hold	1,530	–	–	0.1%	141
2016 Q2	$40K	Hold	1,530	–	–	0.13%	117
2016 Q1	$39K	Sell	1,530 -378	-20%	-$8.47K	0.13%	109
2015 Q4	$38K	Sell	1,908 -159	-8%	-$3.22K	0.12%	115
2015 Q3	$44K	Hold	2,067	–	–	0.14%	108
2015 Q2	$46K	Hold	2,067	–	–	0.14%	111
2015 Q1	$50K	Hold	2,067	–	–	0.14%	106
2014 Q4	$55K	Hold	2,067	–	–	0.16%	98
2014 Q3	$50K	Buy	2,067 +379	+22%	+$8.88K	0.14%	107
2014 Q2	$44K	Hold	1,688	–	–	0.11%	116
2014 Q1	$40K	Hold	1,688	–	–	0.11%	116
2013 Q4	$33K	Hold	1,688	–	–	0.09%	131
2013 Q3	$36K	Hold	1,688	–	–	0.1%	119
2013 Q2	$37K	Buy	+1,688	New	+$40.9K	0.11%	118

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

First National Bank Sioux Falls's EXC Position: Q4 2016 in Review

First National Bank Sioux Falls sold out of Exelon (EXC) in Q4 2016, closing a stake of 1,530 shares — an estimated $36K sold.

First National Bank Sioux Falls first reported a position in EXC in Q2 2013 and held it in 14 quarters. The position peaked at $55K in Q4 2014. 802 funds tracked by Wall St. Rank hold EXC as of Q4 2016.

First National Bank Sioux Falls reported no remaining Exelon position as of Q4 2016 after selling out during the quarter.
First National Bank Sioux Falls sold 1,530 Exelon shares in Q4 2016, an estimated $36K.
First National Bank Sioux Falls first reported a position in Exelon in Q2 2013 and held it in 14 quarters.
First National Bank Sioux Falls's Exelon position peaked at $55K in Q4 2014.
802 funds tracked by Wall St. Rank held Exelon as of Q4 2016.

Based on First National Bank Sioux Falls's 13F filing for Q4 2016, filed 13 Feb 2017.