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Mountain Capital Investment Advisors’s Exelon EXC Stock Holding History

Mountain Capital Investment Advisors’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
Q3 		– Sell
-219
Closed -$6K – 515
2017
Q2 		$6K Buy
+219
New +$5.57K 0.01% 354

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Mountain Capital Investment Advisors's EXC Position: Q3 2017 in Review

Mountain Capital Investment Advisors sold out of Exelon (EXC) in Q3 2017, closing a stake of 219 shares — an estimated $6K sold.

Mountain Capital Investment Advisors first reported a position in EXC in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 781 funds tracked by Wall St. Rank hold EXC as of Q3 2017.

  • Mountain Capital Investment Advisors reported no remaining Exelon position as of Q3 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 219 Exelon shares in Q3 2017, an estimated $6K.
  • Mountain Capital Investment Advisors first reported a position in Exelon in Q2 2017 and held it in 1 quarter.
  • Mountain Capital Investment Advisors's Exelon position peaked at $6K in Q2 2017.
  • 781 funds tracked by Wall St. Rank held Exelon as of Q3 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q3 2017, filed 1 Nov 2017.