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Whitener Capital Management’s Exelon EXC Stock Holding History

Whitener Capital 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
2019
Q4 		– Sell
-2,901
Closed -$99K – 228
2019
Q3 		$99K Hold
2,901
– – 0.05% 167
2019
Q2 		$99K Buy
2,901
+2,804
+2,891% +$99K 0.06% 167
2019
Q1 		$3K Hold
97
– – ﹤0.01% 403
2018
Q4 		$3K Hold
97
– – ﹤0.01% 383
2018
Q3 		$3K Buy
+97
New +$2.98K ﹤0.01% 399
2018
Q2 		– Sell
-97
Closed -$2K – 206
2018
Q1 		$2K Hold
97
– – ﹤0.01% 426
2017
Q4 		$2K Buy
+97
New +$2.79K ﹤0.01% 398

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Whitener Capital Management's EXC Position: Q4 2019 in Review

Whitener Capital Management sold out of Exelon (EXC) in Q4 2019, closing a stake of 2,901 shares — an estimated $99K sold.

Whitener Capital Management first reported a position in EXC in Q4 2017 and held it in 7 quarters. The position peaked at $99K in Q3 2019. 970 funds tracked by Wall St. Rank hold EXC as of Q4 2019.

  • Whitener Capital Management reported no remaining Exelon position as of Q4 2019 after selling out during the quarter.
  • Whitener Capital Management sold 2,901 Exelon shares in Q4 2019, an estimated $99K.
  • Whitener Capital Management first reported a position in Exelon in Q4 2017 and held it in 7 quarters.
  • Whitener Capital Management's Exelon position peaked at $99K in Q3 2019.
  • 970 funds tracked by Wall St. Rank held Exelon as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.