Ford Financial Group’s Exelon EXC Stock Holding History

Ford Financial Group’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
2018 Q1	–	Sell	-165	Closed	-$4K	–	151
2017 Q4	$4K	Buy	+165	New	+$4.74K	﹤0.01%	338

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

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

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

Ford Financial Group's EXC Position: Q1 2018 in Review

Ford Financial Group sold out of Exelon (EXC) in Q1 2018, closing a stake of 165 shares — an estimated $4K sold.

Ford Financial Group first reported a position in EXC in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 880 funds tracked by Wall St. Rank hold EXC as of Q1 2018.

Ford Financial Group reported no remaining Exelon position as of Q1 2018 after selling out during the quarter.
Ford Financial Group sold 165 Exelon shares in Q1 2018, an estimated $4K.
Ford Financial Group first reported a position in Exelon in Q4 2017 and held it in 1 quarter.
Ford Financial Group's Exelon position peaked at $4K in Q4 2017.
880 funds tracked by Wall St. Rank held Exelon as of Q1 2018.

Based on Ford Financial Group's 13F filing for Q1 2018, filed 11 May 2018.