Kiley Juergens Wealth Management’s Exelon EXC Stock Holding History

Kiley Juergens Wealth Management’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
2018 Q4	–	Sell	-1,081	Closed	-$33K	–	234
2018 Q3	$33K	Hold	1,081	–	–	0.02%	290
2018 Q2	$32K	Buy	+1,081	New	+$30.9K	0.03%	256
2018 Q1	–	Sell	-1,081	Closed	-$30K	–	252
2017 Q4	$30K	Buy	+1,081	New	+$31.1K	0.03%	279

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

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kiley Juergens Wealth Management's EXC Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Exelon (EXC) in Q4 2018, closing a stake of 1,081 shares — an estimated $33K sold.

Kiley Juergens Wealth Management first reported a position in EXC in Q4 2017 and held it in 3 quarters. The position peaked at $33K in Q3 2018. 978 funds tracked by Wall St. Rank hold EXC as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Exelon position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 1,081 Exelon shares in Q4 2018, an estimated $33K.
Kiley Juergens Wealth Management first reported a position in Exelon in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Exelon position peaked at $33K in Q3 2018.
978 funds tracked by Wall St. Rank held Exelon as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.