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Stancorp Investment Advisers’s Exelon EXC Stock Holding History

Stancorp Investment Advisers’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
Q1 		$334K Sell
13,941
-1,307
-9% -$32.4K 0.16% 139
2014
Q4 		$403K Buy
+15,248
New +$391K 0.18% 129

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stancorp Investment Advisers's EXC Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its Exelon (EXC) stake by 8.6% in Q1 2015, selling an estimated $32.4K and leaving 13,941 shares worth $334K. The position accounts for 0.16% of the portfolio, ranked #139.

Stancorp Investment Advisers first reported a position in EXC in Q4 2014 and has held it in 2 quarters since. The position peaked at $403K in Q4 2014. 731 funds tracked by Wall St. Rank hold EXC as of Q1 2015.

  • Stancorp Investment Advisers held 13,941 shares of Exelon worth $334K as of Q1 2015.
  • Stancorp Investment Advisers sold 1,307 Exelon shares in Q1 2015, an estimated $32.4K.
  • Exelon made up 0.16% of Stancorp Investment Advisers's portfolio in Q1 2015, its #139 holding.
  • Stancorp Investment Advisers first reported a position in Exelon in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Exelon position peaked at $403K in Q4 2014.
  • 731 funds tracked by Wall St. Rank held Exelon as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.