Pinnacle Advisory Group’s Exelon EXC Stock Holding History

Pinnacle Advisory 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
2018 Q2	–	Sell	-11,620	Closed	-$323K	–	158
2018 Q1	$323K	Buy	11,620 +159	+1%	+$4.29K	0.02%	150
2017 Q4	$322K	Sell	11,461 -1,056	-8%	-$30.3K	0.02%	169
2017 Q3	$336K	Buy	12,517 +192	+2%	+$5.13K	0.02%	152
2017 Q2	$317K	Buy	12,325 +537	+5%	+$13.7K	0.02%	153
2017 Q1	$303K	Buy	11,788 +1,671	+17%	+$42.6K	0.02%	155
2016 Q4	$256K	Buy	10,117 +4	+0%	+$95	0.02%	163
2016 Q3	$234K	Buy	10,113 +5	+0%	+$126	0.02%	116
2016 Q2	$262K	Buy	+10,108	New	+$250K	0.02%	110
2016 Q1	–	Sell	-10,103	Closed	-$200K	–	116
2015 Q4	$200K	Sell	10,103 -1,292	-11%	-$26.2K	0.02%	105
2015 Q3	$241K	Buy	+11,395	New	+$256K	0.03%	92
2015 Q2	–	Sell	-10,871	Closed	-$260K	–	121
2015 Q1	$260K	Buy	10,871 +3	+0%	+$74	0.02%	118
2014 Q4	$287K	Sell	10,868 -2,433	-18%	-$62.4K	0.03%	111
2014 Q3	$323K	Buy	+13,301	New	+$311K	0.04%	85

Other funds holding EXC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pinnacle Advisory Group's EXC Position: Q2 2018 in Review

Pinnacle Advisory Group sold out of Exelon (EXC) in Q2 2018, closing a stake of 11,620 shares — an estimated $323K sold.

Pinnacle Advisory Group first reported a position in EXC in Q3 2014 and held it in 13 quarters. The position peaked at $336K in Q3 2017. 901 funds tracked by Wall St. Rank hold EXC as of Q2 2018.

Pinnacle Advisory Group reported no remaining Exelon position as of Q2 2018 after selling out during the quarter.
Pinnacle Advisory Group sold 11,620 Exelon shares in Q2 2018, an estimated $323K.
Pinnacle Advisory Group first reported a position in Exelon in Q3 2014 and held it in 13 quarters.
Pinnacle Advisory Group's Exelon position peaked at $336K in Q3 2017.
901 funds tracked by Wall St. Rank held Exelon as of Q2 2018.

Based on Pinnacle Advisory Group's 13F filing for Q2 2018, filed 20 Jul 2018.