FBT
EXC icon

Founders Bank & Trust’s Exelon EXC Stock Holding History

Founders Bank & Trust’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
2014
Q4 		$69K Hold
2,598
– – 0.04% 164
2014
Q3 		$63K Hold
2,598
– – 0.04% 169
2014
Q2 		$67K Sell
2,598
-19,708
-88% -$503K 0.04% 163
2014
Q1 		$534K Buy
22,306
+4,401
+25% +$92.6K 0.31% 52
2013
Q4 		$368K Sell
17,905
-1,802
-9% -$36.3K 0.21% 62
2013
Q3 		$417K Buy
19,707
+507
+3% +$11.1K 0.21% 54
2013
Q2 		$423K Buy
+19,200
New +$466K 0.23% 54

Other funds holding EXC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Founders Bank & Trust's EXC Position: Q4 2014 in Review

Founders Bank & Trust held its Exelon (EXC) position steady in Q4 2014 at 2,598 shares worth $69K. The position accounts for 0.04% of the portfolio, ranked #164.

Founders Bank & Trust first reported a position in EXC in Q2 2013 and has held it in 7 quarters since. The position peaked at $534K in Q1 2014. 746 funds tracked by Wall St. Rank hold EXC as of Q4 2014.

  • Founders Bank & Trust held 2,598 shares of Exelon worth $69K as of Q4 2014.
  • Founders Bank & Trust left its Exelon share count unchanged in Q4 2014.
  • Exelon made up 0.04% of Founders Bank & Trust's portfolio in Q4 2014, its #164 holding.
  • Founders Bank & Trust first reported a position in Exelon in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's Exelon position peaked at $534K in Q1 2014.
  • 746 funds tracked by Wall St. Rank held Exelon as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.