INR Advisory Services’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q1
Sell
-8,537
Closed -$226K 34
2014
Q4
$226K Hold
8,537
0.04% 26
2014
Q3
$208K Buy
+8,537
New +$200K 0.04% 30

Other funds holding EXC

INR Advisory Services's EXC Position: Q1 2015 in Review

INR Advisory Services sold out of Exelon (EXC) in Q1 2015, closing a stake of 8,537 shares — an estimated $226K sold.

INR Advisory Services first reported a position in EXC in Q3 2014 and held it in 2 quarters. The position peaked at $226K in Q4 2014. 732 funds tracked by Wall St. Rank hold EXC as of Q1 2015.

  • INR Advisory Services reported no remaining Exelon position as of Q1 2015 after selling out during the quarter.
  • INR Advisory Services sold 8,537 Exelon shares in Q1 2015, an estimated $226K.
  • INR Advisory Services first reported a position in Exelon in Q3 2014 and held it in 2 quarters.
  • INR Advisory Services's Exelon position peaked at $226K in Q4 2014.
  • 732 funds tracked by Wall St. Rank held Exelon as of Q1 2015.

Based on INR Advisory Services's 13F filing for Q1 2015, filed 12 May 2015.