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First Personal Financial Services’s Exelon EXC Stock Holding History

First Personal Financial Services’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
2020
Q1 		– Sell
-67
Closed -$2K – 374
2019
Q4 		$2K Hold
67
– – ﹤0.01% 364
2019
Q3 		$2K Sell
67
-2
-3% -$67 ﹤0.01% 424
2019
Q2 		$2K Buy
+69
New +$2.44K ﹤0.01% 662
2018
Q2 		– Sell
-6,804
Closed -$189K – 749
2018
Q1 		$189K Sell
6,804
-1,963
-22% -$53K 0.04% 221
2017
Q4 		$246K Sell
8,767
-5,511
-39% -$158K 0.05% 214
2017
Q3 		$384K Buy
14,278
+128
+0.9% +$3.42K 0.08% 162
2017
Q2 		$364K Buy
14,150
+621
+5% +$15.8K 0.08% 162
2017
Q1 		$347K Sell
13,529
-83
-0.6% -$2.12K 0.08% 149
2016
Q4 		$345K Buy
13,612
+2,466
+22% +$58.5K 0.09% 150
2016
Q3 		$265K Hold
11,146
– – 0.08% 144
2016
Q2 		$289K Buy
11,146
+4,268
+62% +$106K 0.1% 135
2016
Q1 		$176K Buy
6,878
+5,187
+307% +$116K 0.09% 122
2015
Q4 		$33K Hold
1,691
– – 0.02% 207
2015
Q3 		$36K Hold
1,691
– – 0.02% 196
2015
Q2 		$38K Buy
+1,691
New +$40.5K 0.02% 185

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Personal Financial Services's EXC Position: Q1 2020 in Review

First Personal Financial Services sold out of Exelon (EXC) in Q1 2020, closing a stake of 67 shares — an estimated $2K sold.

First Personal Financial Services first reported a position in EXC in Q2 2015 and held it in 15 quarters. The position peaked at $384K in Q3 2017. 881 funds tracked by Wall St. Rank hold EXC as of Q1 2020.

  • First Personal Financial Services reported no remaining Exelon position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 67 Exelon shares in Q1 2020, an estimated $2K.
  • First Personal Financial Services first reported a position in Exelon in Q2 2015 and held it in 15 quarters.
  • First Personal Financial Services's Exelon position peaked at $384K in Q3 2017.
  • 881 funds tracked by Wall St. Rank held Exelon as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.