Fusion Investment Group’s Exelon EXC Stock Holding History

Fusion Investment 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
2015 Q3	–	Sell	-12,924	Closed	-$290K	–	168
2015 Q2	$290K	Buy	12,924 +7,151	+124%	+$171K	0.22%	80
2015 Q1	$138K	Sell	5,773 -267	-4%	-$6.61K	0.11%	98
2014 Q4	$160K	Buy	6,040 +5,495	+1,008%	+$141K	0.14%	88
2014 Q3	$14K	Sell	545 -8,282	-94%	-$194K	0.01%	158
2014 Q2	$231K	Buy	8,827 +5,584	+172%	+$142K	0.2%	83
2014 Q1	$78K	Sell	3,243 -14,482	-82%	-$305K	0.08%	108
2013 Q4	$346K	Buy	+17,725	New	+$357K	0.26%	89

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fusion Investment Group's EXC Position: Q3 2015 in Review

Fusion Investment Group sold out of Exelon (EXC) in Q3 2015, closing a stake of 12,924 shares — an estimated $290K sold.

Fusion Investment Group first reported a position in EXC in Q4 2013 and held it in 7 quarters. The position peaked at $346K in Q4 2013. 746 funds tracked by Wall St. Rank hold EXC as of Q3 2015.

Fusion Investment Group reported no remaining Exelon position as of Q3 2015 after selling out during the quarter.
Fusion Investment Group sold 12,924 Exelon shares in Q3 2015, an estimated $290K.
Fusion Investment Group first reported a position in Exelon in Q4 2013 and held it in 7 quarters.
Fusion Investment Group's Exelon position peaked at $346K in Q4 2013.
746 funds tracked by Wall St. Rank held Exelon as of Q3 2015.

Based on Fusion Investment Group's 13F filing for Q3 2015, filed 16 Nov 2015.