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Signature Wealth Management Group’s Exelon EXC Stock Holding History

Signature Wealth Management 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
Q1 		– Sell
-168
Closed -$5K – 349
2017
Q4 		$5K Buy
+168
New +$4.83K ﹤0.01% 252

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Signature Wealth Management Group's EXC Position: Q1 2018 in Review

Signature Wealth Management Group sold out of Exelon (EXC) in Q1 2018, closing a stake of 168 shares — an estimated $5K sold.

Signature Wealth Management Group first reported a position in EXC in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 880 funds tracked by Wall St. Rank hold EXC as of Q1 2018.

  • Signature Wealth Management Group reported no remaining Exelon position as of Q1 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 168 Exelon shares in Q1 2018, an estimated $5K.
  • Signature Wealth Management Group first reported a position in Exelon in Q4 2017 and held it in 1 quarter.
  • Signature Wealth Management Group's Exelon position peaked at $5K in Q4 2017.
  • 880 funds tracked by Wall St. Rank held Exelon as of Q1 2018.

Based on Signature Wealth Management Group's 13F filing for Q1 2018, filed 12 Apr 2018.