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Franklin, Parlapiano, Turner & Welch’s Exelon EXC Stock Holding History

Franklin, Parlapiano, Turner & Welch’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
2016
Q2 		– Sell
-1,402
Closed -$36K – 120
2016
Q1 		$36K Hold
1,402
– – 0.02% 74
2015
Q4 		$28K Hold
1,402
– – 0.02% 82
2015
Q3 		$30K Buy
+1,402
New +$31.5K 0.02% 70

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's EXC Position: Q2 2016 in Review

Franklin, Parlapiano, Turner & Welch sold out of Exelon (EXC) in Q2 2016, closing a stake of 1,402 shares — an estimated $36K sold.

Franklin, Parlapiano, Turner & Welch first reported a position in EXC in Q3 2015 and held it in 3 quarters. The position peaked at $36K in Q1 2016. 773 funds tracked by Wall St. Rank hold EXC as of Q2 2016.

  • Franklin, Parlapiano, Turner & Welch reported no remaining Exelon position as of Q2 2016 after selling out during the quarter.
  • Franklin, Parlapiano, Turner & Welch sold 1,402 Exelon shares in Q2 2016, an estimated $36K.
  • Franklin, Parlapiano, Turner & Welch first reported a position in Exelon in Q3 2015 and held it in 3 quarters.
  • Franklin, Parlapiano, Turner & Welch's Exelon position peaked at $36K in Q1 2016.
  • 773 funds tracked by Wall St. Rank held Exelon as of Q2 2016.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2016, filed 31 May 2017.