Raab & Moskowitz Asset Management’s Exelon EXC Stock Holding History

Raab & Moskowitz Asset 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
2020 Q1	–	Sell	-5,740	Closed	-$186K	–	254
2019 Q4	$186K	Buy	+5,740	New	+$186K	0.07%	162
2019 Q2	–	Sell	-5,814	Closed	-$207K	–	163
2019 Q1	$207K	Buy	+5,814	New	+$198K	0.09%	154
2018 Q4	–	Sell	-5,740	Closed	-$178K	–	265
2018 Q3	$178K	Buy	+5,740	New	+$177K	0.07%	171
2015 Q1	–	Sell	-2,936	Closed	-$78K	–	196
2014 Q4	$78K	Buy	+2,936	New	+$75.3K	0.04%	157

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raab & Moskowitz Asset Management's EXC Position: Q1 2020 in Review

Raab & Moskowitz Asset Management sold out of Exelon (EXC) in Q1 2020, closing a stake of 5,740 shares — an estimated $186K sold.

Raab & Moskowitz Asset Management first reported a position in EXC in Q4 2014 and held it in 4 quarters. The position peaked at $207K in Q1 2019. 881 funds tracked by Wall St. Rank hold EXC as of Q1 2020.

Raab & Moskowitz Asset Management reported no remaining Exelon position as of Q1 2020 after selling out during the quarter.
Raab & Moskowitz Asset Management sold 5,740 Exelon shares in Q1 2020, an estimated $186K.
Raab & Moskowitz Asset Management first reported a position in Exelon in Q4 2014 and held it in 4 quarters.
Raab & Moskowitz Asset Management's Exelon position peaked at $207K in Q1 2019.
881 funds tracked by Wall St. Rank held Exelon as of Q1 2020.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2020, filed 14 May 2020.