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Mandatum Life Insurance Company’s Exelon EXC Stock Holding History

Mandatum Life Insurance Company’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
Q3 		– Sell
-16,741
Closed -$431K – 175
2017
Q2 		$431K Hold
16,741
– – 0.06% 142
2017
Q1 		$430K Hold
16,741
– – 0.06% 156
2016
Q4 		$424K Hold
16,741
– – 0.06% 156
2016
Q3 		$398K Hold
16,741
– – 0.05% 149
2016
Q2 		$434K Hold
16,741
– – 0.06% 139
2016
Q1 		$428K Hold
16,741
– – 0.06% 139
2015
Q4 		$332K Buy
+16,741
New +$339K 0.05% 150

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mandatum Life Insurance Company's EXC Position: Q3 2017 in Review

Mandatum Life Insurance Company sold out of Exelon (EXC) in Q3 2017, closing a stake of 16,741 shares — an estimated $431K sold.

Mandatum Life Insurance Company first reported a position in EXC in Q4 2015 and held it in 7 quarters. The position peaked at $434K in Q2 2016. 781 funds tracked by Wall St. Rank hold EXC as of Q3 2017.

  • Mandatum Life Insurance Company reported no remaining Exelon position as of Q3 2017 after selling out during the quarter.
  • Mandatum Life Insurance Company sold 16,741 Exelon shares in Q3 2017, an estimated $431K.
  • Mandatum Life Insurance Company first reported a position in Exelon in Q4 2015 and held it in 7 quarters.
  • Mandatum Life Insurance Company's Exelon position peaked at $434K in Q2 2016.
  • 781 funds tracked by Wall St. Rank held Exelon as of Q3 2017.

Based on Mandatum Life Insurance Company's 13F filing for Q3 2017, filed 9 Nov 2017.