Gupta Wealth Management’s Exelon EXC Stock Holding History

Gupta Wealth 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
2016 Q1	$38K	Buy	1,474 +1,418	+2,532%	+$31.8K	0.01%	491
2015 Q4	$1K	Sell	56 -1,087	-95%	-$22K	﹤0.01%	1182
2015 Q3	$24K	Buy	1,143 +94	+9%	+$2.11K	0.01%	650
2015 Q2	$24K	Buy	1,049 +128	+14%	+$3.07K	0.01%	684
2015 Q1	$22K	Buy	+921	New	+$22.8K	0.01%	571

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gupta Wealth Management's EXC Position: Q1 2016 in Review

Gupta Wealth Management increased its Exelon (EXC) stake by 2,532% in Q1 2016, buying an estimated $31.8K and bringing the position to 1,474 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #491.

Gupta Wealth Management first reported a position in EXC in Q1 2015 and has held it in 5 quarters since. 766 funds tracked by Wall St. Rank hold EXC as of Q1 2016.

Gupta Wealth Management held 1,474 shares of Exelon worth $38K as of Q1 2016.
Gupta Wealth Management bought 1,418 Exelon shares in Q1 2016, an estimated $31.8K.
Exelon made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #491 holding.
Gupta Wealth Management first reported a position in Exelon in Q1 2015 and has held it in 5 quarters since.
766 funds tracked by Wall St. Rank held Exelon as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.