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Kavar Capital Partners Group’s Exelon EXC Stock Holding History

Kavar Capital Partners Group’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
Q3 		– Sell
-1,591
Closed -$54K – 234
2019
Q2 		$54K Buy
+1,591
New +$56.2K 0.02% 224
2014
Q2 		– Sell
-140
Closed -$3K – 228
2014
Q1 		$3K Hold
140
– – ﹤0.01% 368
2013
Q4 		$2K Buy
+140
New +$2.82K ﹤0.01% 375

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kavar Capital Partners Group's EXC Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Exelon (EXC) in Q3 2019, closing a stake of 1,591 shares — an estimated $54K sold.

Kavar Capital Partners Group first reported a position in EXC in Q4 2013 and held it in 3 quarters. The position peaked at $54K in Q2 2019. 963 funds tracked by Wall St. Rank hold EXC as of Q3 2019.

  • Kavar Capital Partners Group reported no remaining Exelon position as of Q3 2019 after selling out during the quarter.
  • Kavar Capital Partners Group sold 1,591 Exelon shares in Q3 2019, an estimated $54K.
  • Kavar Capital Partners Group first reported a position in Exelon in Q4 2013 and held it in 3 quarters.
  • Kavar Capital Partners Group's Exelon position peaked at $54K in Q2 2019.
  • 963 funds tracked by Wall St. Rank held Exelon as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.