Keystone Financial Planning’s Exelon EXC Stock Holding History

Keystone Financial Planning’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 Q2	–	Sell	-12,367	Closed	-$296K	–	44
2015 Q1	$296K	Hold	12,367	–	–	0.23%	40
2014 Q4	$327K	Sell	12,367 -1,026	-8%	-$26.3K	0.24%	42
2014 Q3	$326K	Sell	13,393 -275	-2%	-$6.44K	0.25%	41
2014 Q2	$356K	Hold	13,668	–	–	0.27%	42
2014 Q1	$327K	Hold	13,668	–	–	0.25%	47
2013 Q4	$267K	Buy	+13,668	New	+$275K	0.21%	51

Other funds holding EXC

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Keystone Financial Planning's EXC Position: Q2 2015 in Review

Keystone Financial Planning sold out of Exelon (EXC) in Q2 2015, closing a stake of 12,367 shares — an estimated $296K sold.

Keystone Financial Planning first reported a position in EXC in Q4 2013 and held it in 6 quarters. The position peaked at $356K in Q2 2014. 732 funds tracked by Wall St. Rank hold EXC as of Q2 2015.

Keystone Financial Planning reported no remaining Exelon position as of Q2 2015 after selling out during the quarter.
Keystone Financial Planning sold 12,367 Exelon shares in Q2 2015, an estimated $296K.
Keystone Financial Planning first reported a position in Exelon in Q4 2013 and held it in 6 quarters.
Keystone Financial Planning's Exelon position peaked at $356K in Q2 2014.
732 funds tracked by Wall St. Rank held Exelon as of Q2 2015.

Based on Keystone Financial Planning's 13F filing for Q2 2015, filed 11 Aug 2015.