FMA Advisory’s Exelon EXC Stock Holding History

FMA Advisory’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
2015 Q2	$74K	Buy	+3,316	New	+$79.4K	0.05%	164

Other funds holding EXC

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Goldman Sachs New York $871B AUM 31.28% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FMA Advisory's EXC Position: Q2 2015 in Review

FMA Advisory opened a new position in Exelon (EXC) in Q2 2015: 3,316 shares worth $74K. The stake represents 0.05% of the portfolio and ranks #164 among its holdings.

732 funds tracked by Wall St. Rank hold EXC as of Q2 2015.

FMA Advisory held 3,316 shares of Exelon worth $74K as of Q2 2015.
Exelon was a new FMA Advisory position in Q2 2015.
Exelon made up 0.05% of FMA Advisory's portfolio in Q2 2015, its #164 holding.
732 funds tracked by Wall St. Rank held Exelon as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.