Risk Paradigm Group’s Exelon EXC Stock Holding History

Risk Paradigm 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	-701	Closed	-$19.5K	–	125
2018 Q1	$19.5K	Hold	701	–	–	0.02%	187
2017 Q4	$19.7K	Hold	701	–	–	0.02%	217
2017 Q3	$18.8K	Hold	701	–	–	0.02%	200
2017 Q2	$18K	Hold	701	–	–	0.02%	196
2017 Q1	$18K	Hold	701	–	–	0.02%	197
2016 Q4	$17.7K	Hold	701	–	–	0.02%	206
2016 Q3	$16.6K	Hold	701	–	–	0.01%	224
2016 Q2	$18.2K	Hold	701	–	–	0.02%	190
2016 Q1	$17.9K	Hold	701	–	–	0.02%	172
2015 Q4	$13.9K	Hold	701	–	–	0.02%	200
2015 Q3	$14.8K	Hold	701	–	–	0.03%	173
2015 Q2	$15.7K	Hold	701	–	–	0.02%	175
2015 Q1	$16.8K	Buy	+701	New	+$17.4K	0.02%	177

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Risk Paradigm Group's EXC Position: Q2 2018 in Review

Risk Paradigm Group sold out of Exelon (EXC) in Q2 2018, closing a stake of 701 shares — an estimated $19.5K sold.

Risk Paradigm Group first reported a position in EXC in Q1 2015 and held it in 13 quarters. The position peaked at $19.7K in Q4 2017. 901 funds tracked by Wall St. Rank hold EXC as of Q2 2018.

Risk Paradigm Group reported no remaining Exelon position as of Q2 2018 after selling out during the quarter.
Risk Paradigm Group sold 701 Exelon shares in Q2 2018, an estimated $19.5K.
Risk Paradigm Group first reported a position in Exelon in Q1 2015 and held it in 13 quarters.
Risk Paradigm Group's Exelon position peaked at $19.7K in Q4 2017.
901 funds tracked by Wall St. Rank held Exelon as of Q2 2018.

Based on Risk Paradigm Group's 13F filing for Q2 2018, filed 10 Aug 2018.