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Simmons First Trust’s Exelon EXC Stock Holding History

Simmons First Trust’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
2015
Q4 		$957K Buy
+48,319
New +$979K 0.11% 154

Other funds holding EXC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Simmons First Trust's EXC Position: Q4 2015 in Review

Simmons First Trust opened a new position in Exelon (EXC) in Q4 2015: 48,319 shares worth $957K. The stake represents 0.11% of the portfolio and ranks #154 among its holdings.

725 funds tracked by Wall St. Rank hold EXC as of Q4 2015.

  • Simmons First Trust held 48,319 shares of Exelon worth $957K as of Q4 2015.
  • Exelon was a new Simmons First Trust position in Q4 2015.
  • Exelon made up 0.11% of Simmons First Trust's portfolio in Q4 2015, its #154 holding.
  • 725 funds tracked by Wall St. Rank held Exelon as of Q4 2015.

Based on Simmons First Trust's 13F filing for Q4 2015, filed 1 Feb 2016.