KCS Wealth Advisory’s Exelon EXC Stock Holding History

KCS Wealth Advisory’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 Q4	–	Sell	-611	Closed	-$21.1K	–	220
2019 Q3	$21.1K	Buy	+611	New	+$20.5K	0.01%	301

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KCS Wealth Advisory's EXC Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Exelon (EXC) in Q4 2019, closing a stake of 611 shares — an estimated $21.1K sold.

KCS Wealth Advisory first reported a position in EXC in Q3 2019 and held it in 1 quarter. The position peaked at $21.1K in Q3 2019. 970 funds tracked by Wall St. Rank hold EXC as of Q4 2019.

KCS Wealth Advisory reported no remaining Exelon position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 611 Exelon shares in Q4 2019, an estimated $21.1K.
KCS Wealth Advisory first reported a position in Exelon in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Exelon position peaked at $21.1K in Q3 2019.
970 funds tracked by Wall St. Rank held Exelon as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.