MBE Wealth Management’s Exelon EXC Stock Holding History

MBE Wealth Management’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 Q2	–	Sell	-1,138	Closed	-$29K	–	194
2020 Q1	$29K	Buy	+1,138	New	+$35.8K	0.03%	172

Other funds holding EXC

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

MBE Wealth Management's EXC Position: Q2 2020 in Review

MBE Wealth Management sold out of Exelon (EXC) in Q2 2020, closing a stake of 1,138 shares — an estimated $29K sold.

MBE Wealth Management first reported a position in EXC in Q1 2020 and held it in 1 quarter. The position peaked at $29K in Q1 2020. 877 funds tracked by Wall St. Rank hold EXC as of Q2 2020.

MBE Wealth Management reported no remaining Exelon position as of Q2 2020 after selling out during the quarter.
MBE Wealth Management sold 1,138 Exelon shares in Q2 2020, an estimated $29K.
MBE Wealth Management first reported a position in Exelon in Q1 2020 and held it in 1 quarter.
MBE Wealth Management's Exelon position peaked at $29K in Q1 2020.
877 funds tracked by Wall St. Rank held Exelon as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.