LifePlan Financial Group’s Exelon EXC Stock Holding History

LifePlan Financial 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
2020 Q3	$7K	Hold	280	–	–	﹤0.01%	439
2020 Q2	$7K	Hold	280	–	–	﹤0.01%	442
2020 Q1	$7K	Hold	280	–	–	﹤0.01%	420
2019 Q4	$9K	Hold	280	–	–	﹤0.01%	421
2019 Q3	$10K	Hold	280	–	–	﹤0.01%	410
2019 Q2	$10K	Hold	280	–	–	﹤0.01%	402
2019 Q1	$10K	Hold	280	–	–	0.01%	405
2018 Q4	$9K	Hold	280	–	–	0.01%	396
2018 Q3	$9K	Hold	280	–	–	﹤0.01%	395
2018 Q2	$9K	Hold	280	–	–	0.01%	388
2018 Q1	$8K	Buy	+280	New	+$7.56K	﹤0.01%	381
2014 Q2	–	Sell	-280	Closed	-$7K	–	111
2014 Q1	$7K	Hold	280	–	–	0.01%	194
2013 Q4	$5K	Hold	280	–	–	﹤0.01%	193
2013 Q3	$6K	Hold	280	–	–	﹤0.01%	166
2013 Q2	$6K	Buy	+280	New	+$6.79K	0.01%	132

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

LifePlan Financial Group's EXC Position: Q3 2020 in Review

LifePlan Financial Group held its Exelon (EXC) position steady in Q3 2020 at 280 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

LifePlan Financial Group first reported a position in EXC in Q2 2013 and has held it in 15 quarters since. The position peaked at $10K in Q3 2019. 855 funds tracked by Wall St. Rank hold EXC as of Q3 2020.

LifePlan Financial Group held 280 shares of Exelon worth $7K as of Q3 2020.
LifePlan Financial Group left its Exelon share count unchanged in Q3 2020.
Exelon made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #439 holding.
LifePlan Financial Group first reported a position in Exelon in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Exelon position peaked at $10K in Q3 2019.
855 funds tracked by Wall St. Rank held Exelon as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.