Polaris Wealth Advisory Group’s Exelon EXC Stock Holding History

Polaris Wealth 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 Q4	–	Sell	-70	Closed	-$2K	–	247
2018 Q3	$2K	Buy	+70	New	+$2.15K	﹤0.01%	481
2018 Q2	–	Sell	-70	Closed	-$2K	–	315
2018 Q1	$2K	Buy	+70	New	+$1.89K	﹤0.01%	434

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Polaris Wealth Advisory Group's EXC Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Exelon (EXC) in Q4 2018, closing a stake of 70 shares — an estimated $2K sold.

Polaris Wealth Advisory Group first reported a position in EXC in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 978 funds tracked by Wall St. Rank hold EXC as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Exelon position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 70 Exelon shares in Q4 2018, an estimated $2K.
Polaris Wealth Advisory Group first reported a position in Exelon in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's Exelon position peaked at $2K in Q3 2018.
978 funds tracked by Wall St. Rank held Exelon as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.