Mariner Wealth Advisors (NYC)’s Exelon EXC Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$47K	Buy	+1,981	New	+$49.1K	0.02%	163

Other funds holding EXC

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s EXC Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Exelon (EXC) in Q1 2015: 1,981 shares worth $47K. The stake represents 0.02% of the portfolio and ranks #163 among its holdings.

732 funds tracked by Wall St. Rank hold EXC as of Q1 2015.

Mariner Wealth Advisors (NYC) held 1,981 shares of Exelon worth $47K as of Q1 2015.
Exelon was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Exelon made up 0.02% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #163 holding.
732 funds tracked by Wall St. Rank held Exelon as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.