Mariner Independent Advisor Network’s Exelon EXC Stock Holding History

Mariner Independent Advisor Network’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 Q2	–	Sell	-21,951	Closed	-$610K	–	197
2018 Q1	$610K	Buy	+21,951	New	+$593K	0.04%	273
2015 Q1	–	Sell	-11,142	Closed	-$295K	–	104
2014 Q4	$295K	Buy	11,142 +2,276	+26%	+$58.4K	0.14%	122
2014 Q3	$216K	Buy	8,866 +183	+2%	+$4.29K	0.11%	123
2014 Q2	$226K	Buy	+8,683	New	+$221K	0.11%	120

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Mariner Independent Advisor Network's EXC Position: Q2 2018 in Review

Mariner Independent Advisor Network sold out of Exelon (EXC) in Q2 2018, closing a stake of 21,951 shares — an estimated $610K sold.

Mariner Independent Advisor Network first reported a position in EXC in Q2 2014 and held it in 4 quarters. The position peaked at $610K in Q1 2018. 901 funds tracked by Wall St. Rank hold EXC as of Q2 2018.

Mariner Independent Advisor Network reported no remaining Exelon position as of Q2 2018 after selling out during the quarter.
Mariner Independent Advisor Network sold 21,951 Exelon shares in Q2 2018, an estimated $610K.
Mariner Independent Advisor Network first reported a position in Exelon in Q2 2014 and held it in 4 quarters.
Mariner Independent Advisor Network's Exelon position peaked at $610K in Q1 2018.
901 funds tracked by Wall St. Rank held Exelon as of Q2 2018.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2018, filed 17 Sep 2018.