Sunflower Bank Wealth Management’s Exelon EXC Stock Holding History

Sunflower Bank Wealth Management’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
2019 Q1	–	Sell	-17,062	Closed	-$549K	–	131
2018 Q4	$549K	Sell	17,062 -4,963	-23%	-$159K	0.18%	82
2018 Q3	$686K	Sell	22,025 -772	-3%	-$23.8K	0.19%	77
2018 Q2	$693K	Buy	+22,797	New	+$653K	0.2%	77
2014 Q2	–	Sell	-9,576	Closed	-$229K	–	98
2014 Q1	$229K	Buy	+9,576	New	+$202K	0.11%	90
2013 Q4	–	Sell	-9,905	Closed	-$209K	–	99
2013 Q3	$209K	Sell	9,905 -6,336	-39%	-$139K	0.11%	84
2013 Q2	$358K	Buy	+16,241	New	+$394K	0.19%	66

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sunflower Bank Wealth Management's EXC Position: Q1 2019 in Review

Sunflower Bank Wealth Management sold out of Exelon (EXC) in Q1 2019, closing a stake of 17,062 shares — an estimated $549K sold.

Sunflower Bank Wealth Management first reported a position in EXC in Q2 2013 and held it in 6 quarters. The position peaked at $693K in Q2 2018. 1,008 funds tracked by Wall St. Rank hold EXC as of Q1 2019.

Sunflower Bank Wealth Management reported no remaining Exelon position as of Q1 2019 after selling out during the quarter.
Sunflower Bank Wealth Management sold 17,062 Exelon shares in Q1 2019, an estimated $549K.
Sunflower Bank Wealth Management first reported a position in Exelon in Q2 2013 and held it in 6 quarters.
Sunflower Bank Wealth Management's Exelon position peaked at $693K in Q2 2018.
1,008 funds tracked by Wall St. Rank held Exelon as of Q1 2019.

Based on Sunflower Bank Wealth Management's 13F filing for Q1 2019, filed 24 Apr 2019.