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Lake Point Wealth Management’s Exelon EXC Stock Holding History

Lake Point 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
2019
Q1 		– Sell
-5,789
Closed -$186K – 731
2018
Q4 		$186K Buy
+5,789
New +$185K 0.07% 163

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lake Point Wealth Management's EXC Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Exelon (EXC) in Q1 2019, closing a stake of 5,789 shares — an estimated $186K sold.

Lake Point Wealth Management first reported a position in EXC in Q4 2018 and held it in 1 quarter. The position peaked at $186K in Q4 2018. 1,008 funds tracked by Wall St. Rank hold EXC as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Exelon position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 5,789 Exelon shares in Q1 2019, an estimated $186K.
  • Lake Point Wealth Management first reported a position in Exelon in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Exelon position peaked at $186K in Q4 2018.
  • 1,008 funds tracked by Wall St. Rank held Exelon as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.