MIH
EXC icon

Meitav Investment House’s Exelon EXC Stock Holding History

Meitav Investment House’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
2019
Q2 		– Sell
-10,190
Closed -$362K – 446
2019
Q1 		$362K Buy
+10,190
New +$347K 0.02% 286
2018
Q2 		– Sell
-31,387
Closed -$873K – 432
2018
Q1 		$873K Buy
+31,387
New +$848K 0.04% 200

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meitav Investment House's EXC Position: Q2 2019 in Review

Meitav Investment House sold out of Exelon (EXC) in Q2 2019, closing a stake of 10,190 shares — an estimated $362K sold.

Meitav Investment House first reported a position in EXC in Q1 2018 and held it in 2 quarters. The position peaked at $873K in Q1 2018. 1,003 funds tracked by Wall St. Rank hold EXC as of Q2 2019.

  • Meitav Investment House reported no remaining Exelon position as of Q2 2019 after selling out during the quarter.
  • Meitav Investment House sold 10,190 Exelon shares in Q2 2019, an estimated $362K.
  • Meitav Investment House first reported a position in Exelon in Q1 2018 and held it in 2 quarters.
  • Meitav Investment House's Exelon position peaked at $873K in Q1 2018.
  • 1,003 funds tracked by Wall St. Rank held Exelon as of Q2 2019.

Based on Meitav Investment House's 13F filing for Q2 2019, filed 14 Aug 2019.