United Fire Group’s Exelon EXC Stock Holding History

United Fire 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
2018 Q3	–	Sell	-8,024	Closed	-$244K	–	115
2018 Q2	$244K	Hold	8,024	–	–	0.09%	81
2018 Q1	$223K	Hold	8,024	–	–	0.08%	81
2017 Q4	$226K	Hold	8,024	–	–	0.07%	82
2017 Q3	$216K	Hold	8,024	–	–	0.07%	84
2017 Q2	$206K	Buy	+8,024	New	+$204K	0.07%	84

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

United Fire Group's EXC Position: Q3 2018 in Review

United Fire Group sold out of Exelon (EXC) in Q3 2018, closing a stake of 8,024 shares — an estimated $244K sold.

United Fire Group first reported a position in EXC in Q2 2017 and held it in 5 quarters. The position peaked at $244K in Q2 2018. 915 funds tracked by Wall St. Rank hold EXC as of Q3 2018.

United Fire Group reported no remaining Exelon position as of Q3 2018 after selling out during the quarter.
United Fire Group sold 8,024 Exelon shares in Q3 2018, an estimated $244K.
United Fire Group first reported a position in Exelon in Q2 2017 and held it in 5 quarters.
United Fire Group's Exelon position peaked at $244K in Q2 2018.
915 funds tracked by Wall St. Rank held Exelon as of Q3 2018.

Based on United Fire Group's 13F filing for Q3 2018, filed 7 Nov 2018.