US Financial Advisors’s Exelon EXC Stock Holding History

US Financial 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
2016 Q2	–	Sell	-308	Closed	-$8K	–	149
2016 Q1	$8K	Sell	308 -232	-43%	-$5.2K	0.01%	230
2015 Q4	$11K	Sell	540 -147	-21%	-$2.98K	0.01%	302
2015 Q3	$15K	Buy	687 +147	+27%	+$3.31K	0.02%	232
2015 Q2	$12K	Hold	540	–	–	0.01%	223
2015 Q1	$13K	Hold	540	–	–	0.01%	237
2014 Q4	$14K	Buy	+540	New	+$13.9K	0.01%	220

Other funds holding EXC

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

US Financial Advisors's EXC Position: Q2 2016 in Review

US Financial Advisors sold out of Exelon (EXC) in Q2 2016, closing a stake of 308 shares — an estimated $8K sold.

US Financial Advisors first reported a position in EXC in Q4 2014 and held it in 6 quarters. The position peaked at $15K in Q3 2015. 773 funds tracked by Wall St. Rank hold EXC as of Q2 2016.

US Financial Advisors reported no remaining Exelon position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 308 Exelon shares in Q2 2016, an estimated $8K.
US Financial Advisors first reported a position in Exelon in Q4 2014 and held it in 6 quarters.
US Financial Advisors's Exelon position peaked at $15K in Q3 2015.
773 funds tracked by Wall St. Rank held Exelon as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.