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Gryphon Financial Partners’s Exelon EXC Stock Holding History

Gryphon Financial Partners’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
2018
Q3 		– Sell
-428
Closed -$13K – 381
2018
Q2 		$13K Hold
428
– – 0.01% 452
2018
Q1 		$12K Sell
428
-19
-4% -$513 0.01% 476
2017
Q4 		$13K Buy
+447
New +$12.8K 0.01% 479

Other funds holding EXC

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gryphon Financial Partners's EXC Position: Q3 2018 in Review

Gryphon Financial Partners sold out of Exelon (EXC) in Q3 2018, closing a stake of 428 shares — an estimated $13K sold.

Gryphon Financial Partners first reported a position in EXC in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q2 2018. 915 funds tracked by Wall St. Rank hold EXC as of Q3 2018.

  • Gryphon Financial Partners reported no remaining Exelon position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 428 Exelon shares in Q3 2018, an estimated $13K.
  • Gryphon Financial Partners first reported a position in Exelon in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's Exelon position peaked at $13K in Q2 2018.
  • 915 funds tracked by Wall St. Rank held Exelon as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.