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Moloney Securities Asset Management’s Exelon EXC Stock Holding History

Moloney Securities Asset 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
2017
Q4 		– Sell
-13,348
Closed -$359K – 281
2017
Q3 		$359K Buy
13,348
+280
+2% +$7.49K 0.16% 166
2017
Q2 		$336K Hold
13,068
– – 0.17% 166
2017
Q1 		$335K Hold
13,068
– – 0.17% 162
2016
Q4 		$331K Buy
+13,068
New +$310K 0.2% 140

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Moloney Securities Asset Management's EXC Position: Q4 2017 in Review

Moloney Securities Asset Management sold out of Exelon (EXC) in Q4 2017, closing a stake of 13,348 shares — an estimated $359K sold.

Moloney Securities Asset Management first reported a position in EXC in Q4 2016 and held it in 4 quarters. The position peaked at $359K in Q3 2017. 867 funds tracked by Wall St. Rank hold EXC as of Q4 2017.

  • Moloney Securities Asset Management reported no remaining Exelon position as of Q4 2017 after selling out during the quarter.
  • Moloney Securities Asset Management sold 13,348 Exelon shares in Q4 2017, an estimated $359K.
  • Moloney Securities Asset Management first reported a position in Exelon in Q4 2016 and held it in 4 quarters.
  • Moloney Securities Asset Management's Exelon position peaked at $359K in Q3 2017.
  • 867 funds tracked by Wall St. Rank held Exelon as of Q4 2017.

Based on Moloney Securities Asset Management's 13F filing for Q4 2017, filed 25 Jan 2018.