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WESPAC Advisors SoCal’s Exelon EXC Stock Holding History

WESPAC Advisors SoCal’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
Q2 		– Sell
-121
Closed -$4K – 158
2019
Q1 		$4K Hold
121
– – ﹤0.01% 296
2018
Q4 		$3K Hold
121
– – ﹤0.01% 303
2018
Q3 		$3K Buy
+121
New +$3.72K ﹤0.01% 276

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WESPAC Advisors SoCal's EXC Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Exelon (EXC) in Q2 2019, closing a stake of 121 shares — an estimated $4K sold.

WESPAC Advisors SoCal first reported a position in EXC in Q3 2018 and held it in 3 quarters. The position peaked at $4K in Q1 2019. 1,003 funds tracked by Wall St. Rank hold EXC as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Exelon position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 121 Exelon shares in Q2 2019, an estimated $4K.
  • WESPAC Advisors SoCal first reported a position in Exelon in Q3 2018 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Exelon position peaked at $4K in Q1 2019.
  • 1,003 funds tracked by Wall St. Rank held Exelon as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.