Fort Washington Investment Advisors’s Exelon EXC Stock Holding History

Fort Washington Investment 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
2021 Q1	–	Sell	-16,402	Closed	-$494K	–	499
2020 Q4	$494K	Sell	16,402 -12,618	-43%	-$372K	0.01%	378
2020 Q3	$740K	Sell	29,020 -6,030	-17%	-$160K	0.01%	335
2020 Q2	$907K	Sell	35,050 -3,365	-9%	-$89.3K	0.01%	315
2020 Q1	$1.01M	Hold	38,415	–	–	0.01%	276
2019 Q4	$1.25M	Buy	38,415 +4,767	+14%	+$154K	0.01%	293
2019 Q3	$1.16M	Buy	33,648 +8,272	+33%	+$278K	0.01%	308
2019 Q2	$868K	Hold	25,376	–	–	0.01%	327
2019 Q1	$907K	Sell	25,376 -4,066	-14%	-$138K	0.01%	329
2018 Q4	$947K	Sell	29,442 -4,066	-12%	-$130K	0.01%	328
2018 Q3	$1.04M	Sell	33,508 -10,094	-23%	-$311K	0.01%	349
2018 Q2	$1.32M	Sell	43,602 -140	-0.3%	-$4.01K	0.01%	328
2018 Q1	$1.22M	Buy	43,742 +1,682	+4%	+$45.4K	0.01%	351
2017 Q4	$1.18M	Buy	42,060 +1,262	+3%	+$36.3K	0.01%	379
2017 Q3	$1.1M	Buy	40,798 +2,103	+5%	+$56.2K	0.02%	301
2017 Q2	$996K	Buy	38,695 +4,626	+14%	+$118K	0.02%	316
2017 Q1	$874K	Buy	34,069 +4,697	+16%	+$120K	0.01%	338
2016 Q4	$744K	Buy	29,372 +2,103	+8%	+$49.9K	0.01%	346
2016 Q3	$647K	Buy	27,269 +16,684	+158%	+$419K	0.01%	322
2016 Q2	$275K	Sell	10,585 -10,936	-51%	-$271K	0.01%	415
2016 Q1	$550K	Sell	21,521 -2,523	-10%	-$56.5K	0.01%	351
2015 Q4	$476K	Buy	+24,044	New	+$487K	0.01%	345
2015 Q3	–	Sell	-139,008	Closed	-$3.12M	–	453
2015 Q2	$3.12M	Hold	139,008	–	–	0.06%	161
2015 Q1	$3.33M	Hold	139,008	–	–	0.07%	157
2014 Q4	$3.68M	Hold	139,008	–	–	0.07%	154
2014 Q3	$3.38M	Sell	139,008 -403	-0.3%	-$9.44K	0.07%	163
2014 Q2	$3.63M	Sell	139,411 -69,207	-33%	-$1.76M	0.07%	176
2014 Q1	$4.99M	Sell	208,618 -69,399	-25%	-$1.46M	0.11%	146
2013 Q4	$5.43M	Sell	278,017 -631	-0.2%	-$12.7K	0.12%	121
2013 Q3	$5.89M	Buy	+278,648	New	+$6.1M	0.14%	107

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fort Washington Investment Advisors's EXC Position: Q1 2021 in Review

Fort Washington Investment Advisors sold out of Exelon (EXC) in Q1 2021, closing a stake of 16,402 shares — an estimated $494K sold.

Fort Washington Investment Advisors first reported a position in EXC in Q3 2013 and held it in 29 quarters. The position peaked at $5.89M in Q3 2013. 922 funds tracked by Wall St. Rank hold EXC as of Q1 2021.

Fort Washington Investment Advisors reported no remaining Exelon position as of Q1 2021 after selling out during the quarter.
Fort Washington Investment Advisors sold 16,402 Exelon shares in Q1 2021, an estimated $494K.
Fort Washington Investment Advisors first reported a position in Exelon in Q3 2013 and held it in 29 quarters.
Fort Washington Investment Advisors's Exelon position peaked at $5.89M in Q3 2013.
922 funds tracked by Wall St. Rank held Exelon as of Q1 2021.

Based on Fort Washington Investment Advisors's 13F filing for Q1 2021, filed 5 May 2021.