MU Investments Company’s Exelon EXC Stock Holding History

MU Investments 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
2018 Q1	–	Sell	-1,122	Closed	-$31K	–	68
2017 Q4	$31K	Sell	1,122 -560	-33%	-$16.1K	0.02%	79
2017 Q3	$45K	Sell	1,682 -421	-20%	-$11.3K	0.03%	64
2017 Q2	$54K	Sell	2,103 -421	-17%	-$10.7K	0.04%	74
2017 Q1	$64K	Sell	2,524 -350	-12%	-$8.92K	0.05%	88
2016 Q4	$73K	Sell	2,874 -2,454	-46%	-$58.2K	0.05%	73
2016 Q3	$127K	Buy	+5,328	New	+$134K	0.09%	59
2015 Q3	–	Sell	-2,089	Closed	-$47K	–	276
2015 Q2	$47K	Sell	2,089 -6,169	-75%	-$148K	0.02%	270
2015 Q1	$198K	Hold	8,258	–	–	0.09%	193
2014 Q4	$225K	Buy	8,258 +6,169	+295%	+$158K	0.1%	184
2014 Q3	$51K	Hold	2,089	–	–	0.03%	274
2014 Q2	$54K	Hold	2,089	–	–	0.02%	279
2014 Q1	$50K	Hold	2,089	–	–	0.02%	280
2013 Q4	$41K	Hold	2,089	–	–	0.02%	296
2013 Q3	$44K	Hold	2,089	–	–	0.02%	276
2013 Q2	$46K	Buy	+2,089	New	+$50.7K	0.02%	268

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

MU Investments Company's EXC Position: Q1 2018 in Review

MU Investments Company sold out of Exelon (EXC) in Q1 2018, closing a stake of 1,122 shares — an estimated $31K sold.

MU Investments Company first reported a position in EXC in Q2 2013 and held it in 15 quarters. The position peaked at $225K in Q4 2014. 880 funds tracked by Wall St. Rank hold EXC as of Q1 2018.

MU Investments Company reported no remaining Exelon position as of Q1 2018 after selling out during the quarter.
MU Investments Company sold 1,122 Exelon shares in Q1 2018, an estimated $31K.
MU Investments Company first reported a position in Exelon in Q2 2013 and held it in 15 quarters.
MU Investments Company's Exelon position peaked at $225K in Q4 2014.
880 funds tracked by Wall St. Rank held Exelon as of Q1 2018.

Based on MU Investments Company's 13F filing for Q1 2018, filed 20 Apr 2018.