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Liberty Capital Management’s Exelon EXC Stock Holding History

Liberty Capital 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
Q1 		– Sell
-2,804
Closed -$77K – 142
2017
Q4 		$77K Hold
2,804
– – 0.04% 156
2017
Q3 		$79K Hold
2,804
– – 0.04% 159
2017
Q2 		$71K Buy
+2,804
New +$71.4K 0.04% 155

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Liberty Capital Management's EXC Position: Q1 2018 in Review

Liberty Capital Management sold out of Exelon (EXC) in Q1 2018, closing a stake of 2,804 shares — an estimated $77K sold.

Liberty Capital Management first reported a position in EXC in Q2 2017 and held it in 3 quarters. The position peaked at $79K in Q3 2017. 880 funds tracked by Wall St. Rank hold EXC as of Q1 2018.

  • Liberty Capital Management reported no remaining Exelon position as of Q1 2018 after selling out during the quarter.
  • Liberty Capital Management sold 2,804 Exelon shares in Q1 2018, an estimated $77K.
  • Liberty Capital Management first reported a position in Exelon in Q2 2017 and held it in 3 quarters.
  • Liberty Capital Management's Exelon position peaked at $79K in Q3 2017.
  • 880 funds tracked by Wall St. Rank held Exelon as of Q1 2018.

Based on Liberty Capital Management's 13F filing for Q1 2018, filed 25 Apr 2018.