PWM
EXC icon

Paulson Wealth Management’s Exelon EXC Stock Holding History

Paulson Wealth 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
2018
Q1 		– Sell
-2,399
Closed -$67K – 240
2017
Q4 		$67K Buy
+2,399
New +$68.9K 0.06% 171

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Paulson Wealth Management's EXC Position: Q1 2018 in Review

Paulson Wealth Management sold out of Exelon (EXC) in Q1 2018, closing a stake of 2,399 shares — an estimated $67K sold.

Paulson Wealth Management first reported a position in EXC in Q4 2017 and held it in 1 quarter. The position peaked at $67K in Q4 2017. 880 funds tracked by Wall St. Rank hold EXC as of Q1 2018.

  • Paulson Wealth Management reported no remaining Exelon position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 2,399 Exelon shares in Q1 2018, an estimated $67K.
  • Paulson Wealth Management first reported a position in Exelon in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's Exelon position peaked at $67K in Q4 2017.
  • 880 funds tracked by Wall St. Rank held Exelon as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.