PWLP
EXC icon

Prio Wealth Limited Partnership’s Exelon EXC Stock Holding History

Prio Wealth Limited Partnership’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
2013
Q3 		– Sell
-10,776
Closed -$237K – 257
2013
Q2 		$237K Buy
+10,776
New +$261K 0.01% 226

Other funds holding EXC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Prio Wealth Limited Partnership's EXC Position: Q3 2013 in Review

Prio Wealth Limited Partnership sold out of Exelon (EXC) in Q3 2013, closing a stake of 10,776 shares — an estimated $237K sold.

Prio Wealth Limited Partnership first reported a position in EXC in Q2 2013 and held it in 1 quarter. The position peaked at $237K in Q2 2013. 634 funds tracked by Wall St. Rank hold EXC as of Q3 2013.

  • Prio Wealth Limited Partnership reported no remaining Exelon position as of Q3 2013 after selling out during the quarter.
  • Prio Wealth Limited Partnership sold 10,776 Exelon shares in Q3 2013, an estimated $237K.
  • Prio Wealth Limited Partnership first reported a position in Exelon in Q2 2013 and held it in 1 quarter.
  • Prio Wealth Limited Partnership's Exelon position peaked at $237K in Q2 2013.
  • 634 funds tracked by Wall St. Rank held Exelon as of Q3 2013.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2013, filed 17 Oct 2013.