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Summit Financial Wealth Advisors’s Exelon EXC Stock Holding History

Summit Financial Wealth Advisors’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 		– Sell
-701
Closed -$14K – 147
2015
Q3 		$14K Hold
701
– – 0.01% 172
2015
Q2 		$15K Hold
701
– – 0.01% 212
2015
Q1 		$17K Sell
701
-1,682
-71% -$41.7K 0.01% 176
2014
Q4 		$63K Buy
+2,383
New +$61.1K 0.04% 107

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

Summit Financial Wealth Advisors's EXC Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Exelon (EXC) in Q4 2015, closing a stake of 701 shares — an estimated $14K sold.

Summit Financial Wealth Advisors first reported a position in EXC in Q4 2014 and held it in 4 quarters. The position peaked at $63K in Q4 2014. 725 funds tracked by Wall St. Rank hold EXC as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Exelon position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 701 Exelon shares in Q4 2015, an estimated $14K.
  • Summit Financial Wealth Advisors first reported a position in Exelon in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's Exelon position peaked at $63K in Q4 2014.
  • 725 funds tracked by Wall St. Rank held Exelon as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.