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Lakeside Wealth Management Group’s Exelon EXC Stock Holding History

Lakeside Wealth Management 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
2017
Q1 		$259K Hold
10,919
– – 8.86% 5
2016
Q4 		$259K Hold
10,919
– – 8.21% 5
2016
Q3 		$259K Buy
+10,919
New +$274K 8.21% 5

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lakeside Wealth Management Group's EXC Position: Q1 2017 in Review

Lakeside Wealth Management Group held its Exelon (EXC) position steady in Q1 2017 at 10,919 shares worth $259K. The position accounts for 8.86% of the portfolio, ranked #5.

Lakeside Wealth Management Group first reported a position in EXC in Q3 2016 and has held it in 3 quarters since. 776 funds tracked by Wall St. Rank hold EXC as of Q1 2017.

  • Lakeside Wealth Management Group held 10,919 shares of Exelon worth $259K as of Q1 2017.
  • Lakeside Wealth Management Group left its Exelon share count unchanged in Q1 2017.
  • Exelon made up 8.86% of Lakeside Wealth Management Group's portfolio in Q1 2017, its #5 holding.
  • Lakeside Wealth Management Group first reported a position in Exelon in Q3 2016 and has held it in 3 quarters since.
  • 776 funds tracked by Wall St. Rank held Exelon as of Q1 2017.

Based on Lakeside Wealth Management Group's 13F filing for Q1 2017, filed 26 Apr 2017.