Stanford Investment Group’s Exelon EXC Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-561	Closed	-$14K	–	91
2016 Q4	$14K	Hold	561	–	–	0.01%	274
2016 Q3	$13K	Hold	561	–	–	0.01%	290
2016 Q2	$15K	Hold	561	–	–	0.01%	270
2016 Q1	$14K	Hold	561	–	–	0.01%	271
2015 Q4	$11K	Hold	561	–	–	0.01%	259
2015 Q3	$12K	Hold	561	–	–	0.01%	258
2015 Q2	$13K	Hold	561	–	–	0.01%	266
2015 Q1	$13K	Hold	561	–	–	0.01%	267
2014 Q4	$15K	Buy	+561	New	+$14.4K	0.01%	258

Other funds holding EXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stanford Investment Group's EXC Position: Q1 2017 in Review

Stanford Investment Group sold out of Exelon (EXC) in Q1 2017, closing a stake of 561 shares — an estimated $14K sold.

Stanford Investment Group first reported a position in EXC in Q4 2014 and held it in 9 quarters. The position peaked at $15K in Q2 2016. 776 funds tracked by Wall St. Rank hold EXC as of Q1 2017.

Stanford Investment Group reported no remaining Exelon position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 561 Exelon shares in Q1 2017, an estimated $14K.
Stanford Investment Group first reported a position in Exelon in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Exelon position peaked at $15K in Q2 2016.
776 funds tracked by Wall St. Rank held Exelon as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.