Godshalk Welsh Capital Management’s Exelon EXC Stock Holding History

Godshalk Welsh Capital Management’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
2019 Q1	–	Sell	-8,692	Closed	-$280K	–	105
2018 Q4	$280K	Hold	8,692	–	–	0.31%	87
2018 Q3	$271K	Hold	8,692	–	–	0.26%	92
2018 Q2	$264K	Sell	8,692 -842	-9%	-$24.1K	0.28%	92
2018 Q1	$265K	Hold	9,534	–	–	0.29%	94
2017 Q4	$268K	Sell	9,534 -841	-8%	-$24.2K	0.27%	102
2017 Q3	$279K	Hold	10,375	–	–	0.28%	109
2017 Q2	$267K	Sell	10,375 -420	-4%	-$10.7K	0.27%	110
2017 Q1	$277K	Hold	10,795	–	–	0.27%	109
2016 Q4	$273K	Sell	10,795 -421	-4%	-$9.98K	0.28%	108
2016 Q3	$266K	Sell	11,216 -421	-4%	-$10.6K	0.27%	109
2016 Q2	$302K	Hold	11,637	–	–	0.32%	103
2016 Q1	$298K	Hold	11,637	–	–	0.31%	105
2015 Q4	$230K	Hold	11,637	–	–	0.24%	123
2015 Q3	$247K	Sell	11,637 -210	-2%	-$4.72K	0.27%	123
2015 Q2	$265K	Hold	11,847	–	–	0.27%	121
2015 Q1	$284K	Sell	11,847 -421	-3%	-$10.4K	0.29%	113
2014 Q4	$324K	Buy	+12,268	New	+$315K	0.3%	112

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Godshalk Welsh Capital Management's EXC Position: Q1 2019 in Review

Godshalk Welsh Capital Management sold out of Exelon (EXC) in Q1 2019, closing a stake of 8,692 shares — an estimated $280K sold.

Godshalk Welsh Capital Management first reported a position in EXC in Q4 2014 and held it in 17 quarters. The position peaked at $324K in Q4 2014. 1,008 funds tracked by Wall St. Rank hold EXC as of Q1 2019.

Godshalk Welsh Capital Management reported no remaining Exelon position as of Q1 2019 after selling out during the quarter.
Godshalk Welsh Capital Management sold 8,692 Exelon shares in Q1 2019, an estimated $280K.
Godshalk Welsh Capital Management first reported a position in Exelon in Q4 2014 and held it in 17 quarters.
Godshalk Welsh Capital Management's Exelon position peaked at $324K in Q4 2014.
1,008 funds tracked by Wall St. Rank held Exelon as of Q1 2019.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2019, filed 9 May 2019.