IFG Advisory’s Exelon EXC Stock Holding History

IFG Advisory’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 Q1	–	Sell	-7,142	Closed	-$200K	–	340
2017 Q4	$200K	Buy	+7,142	New	+$205K	0.05%	313

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

IFG Advisory's EXC Position: Q1 2018 in Review

IFG Advisory sold out of Exelon (EXC) in Q1 2018, closing a stake of 7,142 shares — an estimated $200K sold.

IFG Advisory first reported a position in EXC in Q4 2017 and held it in 1 quarter. The position peaked at $200K in Q4 2017. 880 funds tracked by Wall St. Rank hold EXC as of Q1 2018.

IFG Advisory reported no remaining Exelon position as of Q1 2018 after selling out during the quarter.
IFG Advisory sold 7,142 Exelon shares in Q1 2018, an estimated $200K.
IFG Advisory first reported a position in Exelon in Q4 2017 and held it in 1 quarter.
IFG Advisory's Exelon position peaked at $200K in Q4 2017.
880 funds tracked by Wall St. Rank held Exelon as of Q1 2018.

Based on IFG Advisory's 13F filing for Q1 2018, filed 26 Apr 2018.