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McKinley Carter Wealth Services’s Exelon EXC Stock Holding History

McKinley Carter Wealth Services’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
2014
Q3 		– Sell
-9,170
Closed -$239K – 97
2014
Q2 		$239K Sell
9,170
-1,059
-10% -$27K 0.25% 75
2014
Q1 		$245K Sell
10,229
-6,438
-39% -$136K 0.27% 79
2013
Q4 		$326K Sell
16,667
-34,251
-67% -$689K 0.32% 81
2013
Q3 		$1.08M Sell
50,918
-2,093
-4% -$45.8K 1.27% 27
2013
Q2 		$1.17M Buy
+53,011
New +$1.29M 1.76% 23

Other funds holding EXC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

McKinley Carter Wealth Services's EXC Position: Q3 2014 in Review

McKinley Carter Wealth Services sold out of Exelon (EXC) in Q3 2014, closing a stake of 9,170 shares — an estimated $239K sold.

McKinley Carter Wealth Services first reported a position in EXC in Q2 2013 and held it in 5 quarters. The position peaked at $1.17M in Q2 2013. 700 funds tracked by Wall St. Rank hold EXC as of Q3 2014.

  • McKinley Carter Wealth Services reported no remaining Exelon position as of Q3 2014 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 9,170 Exelon shares in Q3 2014, an estimated $239K.
  • McKinley Carter Wealth Services first reported a position in Exelon in Q2 2013 and held it in 5 quarters.
  • McKinley Carter Wealth Services's Exelon position peaked at $1.17M in Q2 2013.
  • 700 funds tracked by Wall St. Rank held Exelon as of Q3 2014.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2014, filed 22 Oct 2014.