WFG Advisors’s Exelon EXC Stock Holding History

WFG 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
2017 Q2	$87K	Buy	3,394 +29	+0.9%	+$738	0.02%	558
2017 Q1	$86K	Buy	3,365 +900	+37%	+$22.9K	0.02%	517
2016 Q4	$62K	Buy	2,465 +23	+0.9%	+$545	0.02%	667
2016 Q3	$58K	Buy	2,442 +22	+0.9%	+$553	0.01%	666
2016 Q2	$63K	Buy	2,420 +23	+1%	+$569	0.02%	631
2016 Q1	$61K	Sell	2,397 -127	-5%	-$2.85K	0.02%	611
2015 Q4	$50K	Buy	2,524 +28	+1%	+$567	0.01%	659
2015 Q3	$53K	Buy	2,496 +2,314	+1,271%	+$52K	0.02%	624
2015 Q2	$4K	Sell	182 -209	-53%	-$5.01K	﹤0.01%	1382
2015 Q1	$9K	Sell	391 -10,574	-96%	-$262K	﹤0.01%	1231
2014 Q4	$290K	Sell	10,965 -12,321	-53%	-$316K	0.06%	339
2014 Q3	$566K	Sell	23,286 -190	-0.8%	-$4.45K	0.11%	226
2014 Q2	$611K	Sell	23,476 -4,627	-16%	-$118K	0.11%	209
2014 Q1	$673K	Sell	28,103 -4,658	-14%	-$98.1K	0.14%	188
2013 Q4	$640K	Sell	32,761 -5,316	-14%	-$107K	0.09%	256
2013 Q3	$805K	Sell	38,077 -2,173	-5%	-$47.5K	0.12%	193
2013 Q2	$887K	Buy	+40,250	New	+$976K	0.15%	166

Other funds holding EXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFG Advisors's EXC Position: Q2 2017 in Review

WFG Advisors increased its Exelon (EXC) stake by 0.86% in Q2 2017, buying an estimated $738 and bringing the position to 3,394 shares worth $87K. The position accounts for 0.02% of the portfolio, ranked #558.

WFG Advisors first reported a position in EXC in Q2 2013 and has held it in 17 quarters since. The position peaked at $887K in Q2 2013. 793 funds tracked by Wall St. Rank hold EXC as of Q2 2017.

WFG Advisors held 3,394 shares of Exelon worth $87K as of Q2 2017.
WFG Advisors bought 29 Exelon shares in Q2 2017, an estimated $738.
Exelon made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #558 holding.
WFG Advisors first reported a position in Exelon in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Exelon position peaked at $887K in Q2 2013.
793 funds tracked by Wall St. Rank held Exelon as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.