Shine Investment Advisory Services’s Exelon EXC Stock Holding History

Shine Investment Advisory Services’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 Q3	$31K	Hold	1,200	–	–	0.01%	382
2020 Q2	$31K	Hold	1,200	–	–	0.01%	391
2020 Q1	$32K	Hold	1,200	–	–	0.01%	342
2019 Q4	$39K	Sell	1,200 -140	-10%	-$4.53K	0.02%	370
2019 Q3	$46K	Buy	1,340 +140	+12%	+$4.7K	0.02%	322
2019 Q2	$41K	Hold	1,200	–	–	0.02%	334
2019 Q1	$43K	Hold	1,200	–	–	0.02%	326
2018 Q4	$39K	Hold	1,200	–	–	0.02%	321
2018 Q3	$37K	Sell	1,200 -2,033	-63%	-$62.6K	0.02%	352
2018 Q2	$98K	Buy	3,233 +1,200	+59%	+$34.4K	0.05%	181
2018 Q1	$57K	Hold	2,033	–	–	0.03%	273
2017 Q4	$57K	Buy	2,033 +613	+43%	+$17.6K	0.03%	276
2017 Q3	$38K	Buy	+1,420	New	+$38K	0.02%	343

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Shine Investment Advisory Services's EXC Position: Q3 2020 in Review

Shine Investment Advisory Services held its Exelon (EXC) position steady in Q3 2020 at 1,200 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #382.

Shine Investment Advisory Services first reported a position in EXC in Q3 2017 and has held it in 13 quarters since. The position peaked at $98K in Q2 2018. 856 funds tracked by Wall St. Rank hold EXC as of Q3 2020.

Shine Investment Advisory Services held 1,200 shares of Exelon worth $31K as of Q3 2020.
Shine Investment Advisory Services left its Exelon share count unchanged in Q3 2020.
Exelon made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #382 holding.
Shine Investment Advisory Services first reported a position in Exelon in Q3 2017 and has held it in 13 quarters since.
Shine Investment Advisory Services's Exelon position peaked at $98K in Q2 2018.
856 funds tracked by Wall St. Rank held Exelon as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.