Gary Goldberg Planning Services’s Exelon EXC Stock Holding History

Gary Goldberg Planning Services’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	–	Sell	-1,178	Closed	-$29K	–	466
2014 Q3	$29K	Buy	+1,178	New	+$27.6K	0.01%	286
2014 Q2	–	Sell	-1	Closed	–	–	418
2014 Q1	$0	Buy	+1	New	+$21	﹤0.01%	407

Other funds holding EXC

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

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

Gary Goldberg Planning Services's EXC Position: Q4 2014 in Review

Gary Goldberg Planning Services sold out of Exelon (EXC) in Q4 2014, closing a stake of 1,178 shares — an estimated $29K sold.

Gary Goldberg Planning Services first reported a position in EXC in Q1 2014 and held it in 2 quarters. The position peaked at $29K in Q3 2014. 745 funds tracked by Wall St. Rank hold EXC as of Q4 2014.

Gary Goldberg Planning Services reported no remaining Exelon position as of Q4 2014 after selling out during the quarter.
Gary Goldberg Planning Services sold 1,178 Exelon shares in Q4 2014, an estimated $29K.
Gary Goldberg Planning Services first reported a position in Exelon in Q1 2014 and held it in 2 quarters.
Gary Goldberg Planning Services's Exelon position peaked at $29K in Q3 2014.
745 funds tracked by Wall St. Rank held Exelon as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.