Live Your Vision’s Exelon EXC Stock Holding History

Live Your Vision’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	$156K	Buy	4,416 +32	+0.7%	+$1.09K	0.05%	78
2018 Q4	$143K	Buy	4,384 +32	+0.7%	+$1.02K	0.05%	77
2018 Q3	$136K	Buy	4,352 +32	+0.7%	+$985	0.04%	78
2018 Q2	$131K	Buy	4,320 +38	+0.9%	+$1.09K	0.04%	78
2018 Q1	$119K	Buy	4,282 +40	+0.9%	+$1.08K	0.04%	80
2017 Q4	$114K	Buy	4,242 +32	+0.8%	+$920	0.04%	83
2017 Q3	$113K	Buy	4,210 +36	+0.9%	+$963	0.04%	81
2017 Q2	$115K	Buy	4,174 +37	+0.9%	+$942	0.04%	77
2017 Q1	$106K	Buy	4,137 +38	+0.9%	+$968	0.04%	83
2016 Q4	$104K	Buy	4,099 +63	+2%	+$1.49K	0.04%	79
2016 Q3	$96K	Buy	+4,036	New	+$101K	0.04%	80
2015 Q4	–	Sell	-1,448	Closed	-$31K	–	145
2015 Q3	$31K	Buy	+1,448	New	+$32.6K	0.01%	140

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Live Your Vision's EXC Position: Q1 2019 in Review

Live Your Vision increased its Exelon (EXC) stake by 0.73% in Q1 2019, buying an estimated $1.09K and bringing the position to 4,416 shares worth $156K. The position accounts for 0.05% of the portfolio, ranked #78.

Live Your Vision first reported a position in EXC in Q3 2015 and has held it in 12 quarters since. 1,008 funds tracked by Wall St. Rank hold EXC as of Q1 2019.

Live Your Vision held 4,416 shares of Exelon worth $156K as of Q1 2019.
Live Your Vision bought 32 Exelon shares in Q1 2019, an estimated $1.09K.
Exelon made up 0.05% of Live Your Vision's portfolio in Q1 2019, its #78 holding.
Live Your Vision first reported a position in Exelon in Q3 2015 and has held it in 12 quarters since.
1,008 funds tracked by Wall St. Rank held Exelon as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.