JBJ Investment Partners’s Exelon EXC Stock Holding History

JBJ Investment Partners’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
2019 Q2	–	Sell	-681	Closed	-$24K	–	100
2019 Q1	$24K	Buy	+681	New	+$23.2K	0.01%	136

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

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JBJ Investment Partners's EXC Position: Q2 2019 in Review

JBJ Investment Partners sold out of Exelon (EXC) in Q2 2019, closing a stake of 681 shares — an estimated $24K sold.

JBJ Investment Partners first reported a position in EXC in Q1 2019 and held it in 1 quarter. The position peaked at $24K in Q1 2019. 1,003 funds tracked by Wall St. Rank hold EXC as of Q2 2019.

JBJ Investment Partners reported no remaining Exelon position as of Q2 2019 after selling out during the quarter.
JBJ Investment Partners sold 681 Exelon shares in Q2 2019, an estimated $24K.
JBJ Investment Partners first reported a position in Exelon in Q1 2019 and held it in 1 quarter.
JBJ Investment Partners's Exelon position peaked at $24K in Q1 2019.
1,003 funds tracked by Wall St. Rank held Exelon as of Q2 2019.

Based on JBJ Investment Partners's 13F filing for Q2 2019, filed 25 Jul 2019.