Insight 2811 Inc’s Exelon EXC Stock Holding History

Insight 2811 Inc’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 Q2	–	Sell	-8,973	Closed	-$230K	–	80
2017 Q1	$230K	Hold	8,973	–	–	0.18%	70
2016 Q4	$227K	Buy	8,973 +140	+2%	+$3.32K	0.19%	63
2016 Q3	$210K	Sell	8,833 -420	-5%	-$10.6K	0.13%	84
2016 Q2	$240K	Hold	9,253	–	–	0.09%	103
2016 Q1	$237K	Buy	+9,253	New	+$207K	0.09%	101
2015 Q4	–	Sell	-13,880	Closed	-$294K	–	108
2015 Q3	$294K	Sell	13,880 -1,682	-11%	-$37.8K	0.17%	84
2015 Q2	$349K	Sell	15,562 -561	-3%	-$13.4K	0.17%	87
2015 Q1	$387K	Sell	16,123 -4,627	-22%	-$115K	0.18%	91
2014 Q4	$549K	Sell	20,750 -2,103	-9%	-$54K	0.27%	69
2014 Q3	$556K	Hold	22,853	–	–	0.24%	76
2014 Q2	$595K	Sell	22,853 -280	-1%	-$7.14K	0.25%	73
2014 Q1	$554K	Buy	23,133 +1,262	+6%	+$26.6K	0.23%	76
2013 Q4	$427K	Buy	21,871 +981	+5%	+$19.7K	0.21%	80
2013 Q3	$442K	Sell	20,890 -2,523	-11%	-$55.2K	0.22%	80
2013 Q2	$516K	Buy	+23,413	New	+$568K	0.28%	76

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Insight 2811 Inc's EXC Position: Q2 2017 in Review

Insight 2811 Inc sold out of Exelon (EXC) in Q2 2017, closing a stake of 8,973 shares — an estimated $230K sold.

Insight 2811 Inc first reported a position in EXC in Q2 2013 and held it in 15 quarters. The position peaked at $595K in Q2 2014. 793 funds tracked by Wall St. Rank hold EXC as of Q2 2017.

Insight 2811 Inc reported no remaining Exelon position as of Q2 2017 after selling out during the quarter.
Insight 2811 Inc sold 8,973 Exelon shares in Q2 2017, an estimated $230K.
Insight 2811 Inc first reported a position in Exelon in Q2 2013 and held it in 15 quarters.
Insight 2811 Inc's Exelon position peaked at $595K in Q2 2014.
793 funds tracked by Wall St. Rank held Exelon as of Q2 2017.

Based on Insight 2811 Inc's 13F filing for Q2 2017, filed 1 Aug 2017.