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MainStreet Investment Advisors’s Exelon EXC Stock Holding History

MainStreet Investment Advisors’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 		– Sell
-14,791
Closed -$383K – 196
2020
Q2 		$383K Buy
14,791
+4,861
+49% +$129K 0.03% 195
2020
Q1 		$261K Buy
+9,930
New +$312K 0.03% 222

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

MainStreet Investment Advisors's EXC Position: Q3 2020 in Review

MainStreet Investment Advisors sold out of Exelon (EXC) in Q3 2020, closing a stake of 14,791 shares — an estimated $383K sold.

MainStreet Investment Advisors first reported a position in EXC in Q1 2020 and held it in 2 quarters. The position peaked at $383K in Q2 2020. 855 funds tracked by Wall St. Rank hold EXC as of Q3 2020.

  • MainStreet Investment Advisors reported no remaining Exelon position as of Q3 2020 after selling out during the quarter.
  • MainStreet Investment Advisors sold 14,791 Exelon shares in Q3 2020, an estimated $383K.
  • MainStreet Investment Advisors first reported a position in Exelon in Q1 2020 and held it in 2 quarters.
  • MainStreet Investment Advisors's Exelon position peaked at $383K in Q2 2020.
  • 855 funds tracked by Wall St. Rank held Exelon as of Q3 2020.

Based on MainStreet Investment Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.