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Robert N. Shapiro’s Exelon EXC Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$347K Buy
13,137
+536
+4% +$13.8K 0.07% 218
2014
Q3 		$306K Hold
12,601
– – 0.06% 231
2014
Q2 		$328K Sell
12,601
-572
-4% -$14.6K 0.06% 227
2014
Q1 		$316K Sell
13,173
-1,151
-8% -$24.2K 0.06% 218
2013
Q4 		$279K Sell
14,324
-15,565
-52% -$313K 0.05% 234
2013
Q3 		$632K Sell
29,889
-1,562
-5% -$34.2K 0.11% 157
2013
Q2 		$693K Buy
+31,451
New +$763K 0.15% 147

Other funds holding EXC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Robert N. Shapiro's EXC Position: Q4 2014 in Review

Robert N. Shapiro increased its Exelon (EXC) stake by 4.3% in Q4 2014, buying an estimated $13.8K and bringing the position to 13,137 shares worth $347K. The position accounts for 0.07% of the portfolio, ranked #218.

Robert N. Shapiro first reported a position in EXC in Q2 2013 and has held it in 7 quarters since. The position peaked at $693K in Q2 2013. 745 funds tracked by Wall St. Rank hold EXC as of Q4 2014.

  • Robert N. Shapiro held 13,137 shares of Exelon worth $347K as of Q4 2014.
  • Robert N. Shapiro bought 536 Exelon shares in Q4 2014, an estimated $13.8K.
  • Exelon made up 0.07% of Robert N. Shapiro's portfolio in Q4 2014, its #218 holding.
  • Robert N. Shapiro first reported a position in Exelon in Q2 2013 and has held it in 7 quarters since.
  • Robert N. Shapiro's Exelon position peaked at $693K in Q2 2013.
  • 745 funds tracked by Wall St. Rank held Exelon as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.