Patten Group’s Exelon EXC Stock Holding History

Patten Group’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
2016 Q4	–	Sell	-1,402	Closed	-$32.9K	–	622
2016 Q3	$32.9K	Buy	+1,402	New	+$35.2K	0.02%	354

Other funds holding EXC

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Patten Group's EXC Position: Q4 2016 in Review

Patten Group sold out of Exelon (EXC) in Q4 2016, closing a stake of 1,402 shares — an estimated $32.9K sold.

Patten Group first reported a position in EXC in Q3 2016 and held it in 1 quarter. The position peaked at $32.9K in Q3 2016. 802 funds tracked by Wall St. Rank hold EXC as of Q4 2016.

Patten Group reported no remaining Exelon position as of Q4 2016 after selling out during the quarter.
Patten Group sold 1,402 Exelon shares in Q4 2016, an estimated $32.9K.
Patten Group first reported a position in Exelon in Q3 2016 and held it in 1 quarter.
Patten Group's Exelon position peaked at $32.9K in Q3 2016.
802 funds tracked by Wall St. Rank held Exelon as of Q4 2016.

Based on Patten Group's 13F filing for Q4 2016, filed 10 Feb 2017.