Squar Milner Financial Services’s Exelon EXC Stock Holding History

Squar Milner Financial 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 Q2	–	Sell	-6,239	Closed	-$163K	–	371
2020 Q1	$163K	Sell	6,239 -1,416	-18%	-$44.5K	0.1%	193
2019 Q4	$248K	Buy	+7,655	New	+$248K	0.12%	166
2019 Q3	–	Sell	-7,620	Closed	-$261K	–	374
2019 Q2	$261K	Sell	7,620 -952	-11%	-$33.6K	0.18%	133
2019 Q1	$306K	Hold	8,572	–	–	0.23%	106
2018 Q4	$276K	Hold	8,572	–	–	0.27%	96
2018 Q3	$267K	Buy	8,572 +5,730	+202%	+$176K	0.24%	110
2018 Q2	$86K	Buy	+2,842	New	+$81.4K	0.08%	266

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

Squar Milner Financial Services's EXC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Exelon (EXC) in Q2 2020, closing a stake of 6,239 shares — an estimated $163K sold.

Squar Milner Financial Services first reported a position in EXC in Q2 2018 and held it in 7 quarters. The position peaked at $306K in Q1 2019. 878 funds tracked by Wall St. Rank hold EXC as of Q2 2020.

Squar Milner Financial Services reported no remaining Exelon position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 6,239 Exelon shares in Q2 2020, an estimated $163K.
Squar Milner Financial Services first reported a position in Exelon in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Exelon position peaked at $306K in Q1 2019.
878 funds tracked by Wall St. Rank held Exelon as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.