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Ground Swell Capital’s Exelon EXC Stock Holding History

Ground Swell Capital’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
Q3 		$42K Buy
1,740
+394
+29% +$9.23K 0.08% 260
2014
Q2 		$35K Buy
+1,346
New +$34.3K 0.07% 231

Other funds holding EXC

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Ground Swell Capital's EXC Position: Q3 2014 in Review

Ground Swell Capital increased its Exelon (EXC) stake by 29% in Q3 2014, buying an estimated $9.23K and bringing the position to 1,740 shares worth $42K. The position accounts for 0.08% of the portfolio, ranked #260.

Ground Swell Capital first reported a position in EXC in Q2 2014 and has held it in 2 quarters since. 700 funds tracked by Wall St. Rank hold EXC as of Q3 2014.

  • Ground Swell Capital held 1,740 shares of Exelon worth $42K as of Q3 2014.
  • Ground Swell Capital bought 394 Exelon shares in Q3 2014, an estimated $9.23K.
  • Exelon made up 0.08% of Ground Swell Capital's portfolio in Q3 2014, its #260 holding.
  • Ground Swell Capital first reported a position in Exelon in Q2 2014 and has held it in 2 quarters since.
  • 700 funds tracked by Wall St. Rank held Exelon as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.