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Physicians Financial Services’s Exelon EXC Stock Holding History

Physicians Financial Services’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
Q1 		– Sell
-280
Closed -$7K – 159
2016
Q4 		$7K Hold
280
– – 0.01% 252
2016
Q3 		$7K Hold
280
– – 0.01% 248
2016
Q2 		$7K Hold
280
– – 0.01% 245
2016
Q1 		$7K Hold
280
– – 0.01% 240
2015
Q4 		$6K Buy
+280
New +$5.67K 0.01% 253

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Physicians Financial Services's EXC Position: Q1 2017 in Review

Physicians Financial Services sold out of Exelon (EXC) in Q1 2017, closing a stake of 280 shares — an estimated $7K sold.

Physicians Financial Services first reported a position in EXC in Q4 2015 and held it in 5 quarters. The position peaked at $7K in Q4 2016. 776 funds tracked by Wall St. Rank hold EXC as of Q1 2017.

  • Physicians Financial Services reported no remaining Exelon position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 280 Exelon shares in Q1 2017, an estimated $7K.
  • Physicians Financial Services first reported a position in Exelon in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Exelon position peaked at $7K in Q4 2016.
  • 776 funds tracked by Wall St. Rank held Exelon as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.