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Kelman-Lazarov Inc’s Exelon EXC Stock Holding History

Kelman-Lazarov 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
2016
Q4 		– Sell
-2,599
Closed -$59.1K – 324
2016
Q3 		$59.1K Hold
2,599
– – 0.03% 169
2016
Q2 		$67.5K Hold
2,599
– – 0.04% 158
2016
Q1 		$66K Buy
+2,599
New +$58.2K 0.04% 168

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kelman-Lazarov Inc's EXC Position: Q4 2016 in Review

Kelman-Lazarov Inc sold out of Exelon (EXC) in Q4 2016, closing a stake of 2,599 shares — an estimated $59.1K sold.

Kelman-Lazarov Inc first reported a position in EXC in Q1 2016 and held it in 3 quarters. The position peaked at $67.5K in Q2 2016. 802 funds tracked by Wall St. Rank hold EXC as of Q4 2016.

  • Kelman-Lazarov Inc reported no remaining Exelon position as of Q4 2016 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 2,599 Exelon shares in Q4 2016, an estimated $59.1K.
  • Kelman-Lazarov Inc first reported a position in Exelon in Q1 2016 and held it in 3 quarters.
  • Kelman-Lazarov Inc's Exelon position peaked at $67.5K in Q2 2016.
  • 802 funds tracked by Wall St. Rank held Exelon as of Q4 2016.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2016, filed 17 Jan 2017.