WealthOne’s Exelon EXC Stock Holding History

WealthOne’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	-886	Closed	-$29K	–	220
2018 Q4	$29K	Buy	+886	New	+$28.3K	0.03%	226

Other funds holding EXC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthOne's EXC Position: Q1 2019 in Review

WealthOne sold out of Exelon (EXC) in Q1 2019, closing a stake of 886 shares — an estimated $29K sold.

WealthOne first reported a position in EXC in Q4 2018 and held it in 1 quarter. The position peaked at $29K in Q4 2018. 1,009 funds tracked by Wall St. Rank hold EXC as of Q1 2019.

WealthOne reported no remaining Exelon position as of Q1 2019 after selling out during the quarter.
WealthOne sold 886 Exelon shares in Q1 2019, an estimated $29K.
WealthOne first reported a position in Exelon in Q4 2018 and held it in 1 quarter.
WealthOne's Exelon position peaked at $29K in Q4 2018.
1,009 funds tracked by Wall St. Rank held Exelon as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.