Guidant Wealth Advisors’s Exelon EXC Stock Holding History

Guidant Wealth Advisors’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 Q4	–	Sell	-121	Closed	-$3K	–	254
2018 Q3	$3K	Buy	121 +96	+384%	+$2.95K	﹤0.01%	175
2018 Q2	$0	Hold	25	–	–	﹤0.01%	244
2018 Q1	$0	Buy	+25	New	+$675	﹤0.01%	229
2016 Q4	–	Sell	-421	Closed	-$10K	–	208
2016 Q3	$10K	Buy	+421	New	+$10.6K	0.01%	156

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Guidant Wealth Advisors's EXC Position: Q4 2018 in Review

Guidant Wealth Advisors sold out of Exelon (EXC) in Q4 2018, closing a stake of 121 shares — an estimated $3K sold.

Guidant Wealth Advisors first reported a position in EXC in Q3 2016 and held it in 4 quarters. The position peaked at $10K in Q3 2016. 978 funds tracked by Wall St. Rank hold EXC as of Q4 2018.

Guidant Wealth Advisors reported no remaining Exelon position as of Q4 2018 after selling out during the quarter.
Guidant Wealth Advisors sold 121 Exelon shares in Q4 2018, an estimated $3K.
Guidant Wealth Advisors first reported a position in Exelon in Q3 2016 and held it in 4 quarters.
Guidant Wealth Advisors's Exelon position peaked at $10K in Q3 2016.
978 funds tracked by Wall St. Rank held Exelon as of Q4 2018.

Based on Guidant Wealth Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.