IPC
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Independent Portfolio Consultants’s Exelon EXC Stock Holding History

Independent Portfolio Consultants’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
2017
Q1 		– Sell
-13
Closed – – 836
2016
Q4 		$0 Buy
+13
New +$308 ﹤0.01% 831
2015
Q2 		– Sell
-129
Closed -$3K – 916
2015
Q1 		$3K Buy
+129
New +$3.19K ﹤0.01% 809

Other funds holding EXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Portfolio Consultants's EXC Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of Exelon (EXC) in Q1 2017, closing a stake of 13 shares.

Independent Portfolio Consultants first reported a position in EXC in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 776 funds tracked by Wall St. Rank hold EXC as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining Exelon position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 13 Exelon shares in Q1 2017.
  • Independent Portfolio Consultants first reported a position in Exelon in Q1 2015 and held it in 2 quarters.
  • Independent Portfolio Consultants's Exelon position peaked at $3K in Q1 2015.
  • 776 funds tracked by Wall St. Rank held Exelon as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.