KIG
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Kessler Investment Group’s Exelon EXC Stock Holding History

Kessler Investment 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
2015
Q4 		– Sell
-351
Closed -$7K – 98
2015
Q3 		$7K Hold
351
– – 0.01% 72
2015
Q2 		$8K Hold
351
– – 0.01% 86
2015
Q1 		$8K Hold
351
– – 0.01% 81
2014
Q4 		$9K Hold
351
– – 0.01% 90
2014
Q3 		$9K Hold
351
– – 0.02% 92
2014
Q2 		$9K Hold
351
– – 0.02% 88
2014
Q1 		$8K Hold
351
– – 0.02% 81
2013
Q4 		$7K Hold
351
– – 0.01% 90
2013
Q3 		$7K Hold
351
– – 0.02% 123
2013
Q2 		$8K Buy
+351
New +$8.51K 0.02% 62

Other funds holding EXC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kessler Investment Group's EXC Position: Q4 2015 in Review

Kessler Investment Group sold out of Exelon (EXC) in Q4 2015, closing a stake of 351 shares — an estimated $7K sold.

Kessler Investment Group first reported a position in EXC in Q2 2013 and held it in 10 quarters. The position peaked at $9K in Q4 2014. 725 funds tracked by Wall St. Rank hold EXC as of Q4 2015.

  • Kessler Investment Group reported no remaining Exelon position as of Q4 2015 after selling out during the quarter.
  • Kessler Investment Group sold 351 Exelon shares in Q4 2015, an estimated $7K.
  • Kessler Investment Group first reported a position in Exelon in Q2 2013 and held it in 10 quarters.
  • Kessler Investment Group's Exelon position peaked at $9K in Q4 2014.
  • 725 funds tracked by Wall St. Rank held Exelon as of Q4 2015.

Based on Kessler Investment Group's 13F filing for Q4 2015, filed 21 Jan 2016.