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Princeton Capital Management’s Exelon EXC Stock Holding History

Princeton Capital 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
Q3 		– Sell
-282
Closed -$9K – 276
2018
Q2 		$9K Buy
+282
New +$8.07K ﹤0.01% 254

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
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
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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Princeton Capital Management's EXC Position: Q3 2018 in Review

Princeton Capital Management sold out of Exelon (EXC) in Q3 2018, closing a stake of 282 shares — an estimated $9K sold.

Princeton Capital Management first reported a position in EXC in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 915 funds tracked by Wall St. Rank hold EXC as of Q3 2018.

  • Princeton Capital Management reported no remaining Exelon position as of Q3 2018 after selling out during the quarter.
  • Princeton Capital Management sold 282 Exelon shares in Q3 2018, an estimated $9K.
  • Princeton Capital Management first reported a position in Exelon in Q2 2018 and held it in 1 quarter.
  • Princeton Capital Management's Exelon position peaked at $9K in Q2 2018.
  • 915 funds tracked by Wall St. Rank held Exelon as of Q3 2018.

Based on Princeton Capital Management's 13F filing for Q3 2018, filed 7 Nov 2018.