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
2014 Q4	–	Sell	-41	Closed	-$5K	–	135
2014 Q3	$5K	Buy	+41	New	+$960	﹤0.01%	147

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.