LBA Wealth Management’s Exelon EXC Stock Holding History

LBA 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
2017 Q1	$12K	Hold	449	–	–	0.01%	312
2016 Q4	$11K	Hold	449	–	–	0.01%	318
2016 Q3	$11K	Hold	449	–	–	0.01%	318
2016 Q2	$12K	Hold	449	–	–	0.01%	294
2016 Q1	$11K	Hold	449	–	–	0.01%	292
2015 Q4	$9K	Buy	+449	New	+$9.1K	0.01%	300
2014 Q3	–	Sell	-70	Closed	-$2K	–	428
2014 Q2	$2K	Buy	+70	New	+$1.78K	﹤0.01%	255

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LBA Wealth Management's EXC Position: Q1 2017 in Review

LBA Wealth Management held its Exelon (EXC) position steady in Q1 2017 at 449 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #312.

LBA Wealth Management first reported a position in EXC in Q2 2014 and has held it in 7 quarters since. 776 funds tracked by Wall St. Rank hold EXC as of Q1 2017.

LBA Wealth Management held 449 shares of Exelon worth $12K as of Q1 2017.
LBA Wealth Management left its Exelon share count unchanged in Q1 2017.
Exelon made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #312 holding.
LBA Wealth Management first reported a position in Exelon in Q2 2014 and has held it in 7 quarters since.
776 funds tracked by Wall St. Rank held Exelon as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.