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Means Investment Company’s Exelon EXC Stock Holding History

Means Investment 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
2020
Q1 		– Sell
-6,316
Closed -$214K – 147
2019
Q4 		$214K Sell
6,316
-74
-1% -$2.4K 0.07% 135
2019
Q3 		$203K Buy
6,390
+11
+0.2% +$369 0.08% 131
2019
Q2 		$223K Sell
6,379
-251
-4% -$8.86K 0.09% 127
2019
Q1 		$237K Sell
6,630
-42
-0.6% -$1.43K 0.1% 124
2018
Q4 		$215K Buy
+6,672
New +$213K 0.12% 120

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Means Investment Company's EXC Position: Q1 2020 in Review

Means Investment Company sold out of Exelon (EXC) in Q1 2020, closing a stake of 6,316 shares — an estimated $214K sold.

Means Investment Company first reported a position in EXC in Q4 2018 and held it in 5 quarters. The position peaked at $237K in Q1 2019. 881 funds tracked by Wall St. Rank hold EXC as of Q1 2020.

  • Means Investment Company reported no remaining Exelon position as of Q1 2020 after selling out during the quarter.
  • Means Investment Company sold 6,316 Exelon shares in Q1 2020, an estimated $214K.
  • Means Investment Company first reported a position in Exelon in Q4 2018 and held it in 5 quarters.
  • Means Investment Company's Exelon position peaked at $237K in Q1 2019.
  • 881 funds tracked by Wall St. Rank held Exelon as of Q1 2020.

Based on Means Investment Company's 13F filing for Q1 2020, filed 23 Apr 2020.