Guardian Investor Services’s Exelon EXC Stock Holding History

Guardian Investor 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
2015 Q1	$200K	Hold	8,336	–	–	0.16%	160
2014 Q4	$220K	Sell	8,336 -201	-2%	-$5.16K	0.17%	142
2014 Q3	$208K	Sell	8,537 -405	-5%	-$9.48K	0.17%	146
2014 Q2	$233K	Sell	8,942 -322	-3%	-$8.21K	0.18%	143
2014 Q1	$222K	Sell	9,264 -350	-4%	-$7.37K	0.17%	148
2013 Q4	$188K	Hold	9,614	–	–	0.14%	173
2013 Q3	$203K	Sell	9,614 -124	-1%	-$2.71K	0.17%	139
2013 Q2	$214K	Buy	+9,738	New	+$236K	0.18%	128

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Guardian Investor Services's EXC Position: Q1 2015 in Review

Guardian Investor Services held its Exelon (EXC) position steady in Q1 2015 at 8,336 shares worth $200K. The position accounts for 0.16% of the portfolio, ranked #160.

Guardian Investor Services first reported a position in EXC in Q2 2013 and has held it in 8 quarters since. The position peaked at $233K in Q2 2014. 732 funds tracked by Wall St. Rank hold EXC as of Q1 2015.

Guardian Investor Services held 8,336 shares of Exelon worth $200K as of Q1 2015.
Guardian Investor Services left its Exelon share count unchanged in Q1 2015.
Exelon made up 0.16% of Guardian Investor Services's portfolio in Q1 2015, its #160 holding.
Guardian Investor Services first reported a position in Exelon in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Exelon position peaked at $233K in Q2 2014.
732 funds tracked by Wall St. Rank held Exelon as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.