West Coast Asset Management’s Exelon EXC Stock Holding History

West Coast Asset Management’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
2014 Q3	$2.64M	Sell	108,687 -2,354	-2%	-$55.1K	4.93%	11
2014 Q2	$2.89M	Buy	111,041 +3,415	+3%	+$87.1K	5.08%	11
2014 Q1	$2.58M	Sell	107,626 -44,801	-29%	-$943K	5.66%	11
2013 Q4	$2.98M	Sell	152,427 -11,192	-7%	-$225K	4.47%	12
2013 Q3	$3.46M	Buy	163,619 +2,030	+1%	+$44.4K	5.29%	10
2013 Q2	$3.56M	Buy	+161,589	New	+$3.92M	5.59%	9

Other funds holding EXC

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

West Coast Asset Management's EXC Position: Q3 2014 in Review

West Coast Asset Management reduced its Exelon (EXC) stake by 2.1% in Q3 2014, selling an estimated $55.1K and leaving 108,687 shares worth $2.64M. The position accounts for 4.93% of the portfolio, ranked #11.

West Coast Asset Management first reported a position in EXC in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.56M in Q2 2013. 700 funds tracked by Wall St. Rank hold EXC as of Q3 2014.

West Coast Asset Management held 108,687 shares of Exelon worth $2.64M as of Q3 2014.
West Coast Asset Management sold 2,354 Exelon shares in Q3 2014, an estimated $55.1K.
Exelon made up 4.93% of West Coast Asset Management's portfolio in Q3 2014, its #11 holding.
West Coast Asset Management first reported a position in Exelon in Q2 2013 and has held it in 6 quarters since.
West Coast Asset Management's Exelon position peaked at $3.56M in Q2 2013.
700 funds tracked by Wall St. Rank held Exelon as of Q3 2014.

Based on West Coast Asset Management's 13F filing for Q3 2014, filed 14 Oct 2014.