SVA Wealth Management’s Exelon EXC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-9,665
Closed -$232K 205
2015
Q1
$232K Buy
9,665
+4
+0% +$99 0.04% 195
2014
Q4
$256K Buy
+9,661
New +$248K 0.09% 157

Other funds holding EXC

SVA Wealth Management's EXC Position: Q2 2015 in Review

SVA Wealth Management sold out of Exelon (EXC) in Q2 2015, closing a stake of 9,665 shares — an estimated $232K sold.

SVA Wealth Management first reported a position in EXC in Q4 2014 and held it in 2 quarters. The position peaked at $256K in Q4 2014. 732 funds tracked by Wall St. Rank hold EXC as of Q2 2015.

  • SVA Wealth Management reported no remaining Exelon position as of Q2 2015 after selling out during the quarter.
  • SVA Wealth Management sold 9,665 Exelon shares in Q2 2015, an estimated $232K.
  • SVA Wealth Management first reported a position in Exelon in Q4 2014 and held it in 2 quarters.
  • SVA Wealth Management's Exelon position peaked at $256K in Q4 2014.
  • 732 funds tracked by Wall St. Rank held Exelon as of Q2 2015.

Based on SVA Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.