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Wilmington Trust Investment Management’s Exelon EXC Stock Holding History

Wilmington Trust Investment 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
Q2 		$228K Sell
8,760
-2,663
-23% -$67.9K 0.05% 328
2014
Q1 		$273K Sell
11,423
-10,235
-47% -$215K 0.06% 291
2013
Q4 		$423K Hold
21,658
– – 0.08% 208
2013
Q3 		$458K Hold
21,658
– – 0.1% 181
2013
Q2 		$477K Buy
+21,658
New +$525K 0.1% 158

Other funds holding EXC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wilmington Trust Investment Management's EXC Position: Q2 2014 in Review

Wilmington Trust Investment Management reduced its Exelon (EXC) stake by 23% in Q2 2014, selling an estimated $67.9K and leaving 8,760 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #328.

Wilmington Trust Investment Management first reported a position in EXC in Q2 2013 and has held it in 5 quarters since. The position peaked at $477K in Q2 2013. 731 funds tracked by Wall St. Rank hold EXC as of Q2 2014.

  • Wilmington Trust Investment Management held 8,760 shares of Exelon worth $228K as of Q2 2014.
  • Wilmington Trust Investment Management sold 2,663 Exelon shares in Q2 2014, an estimated $67.9K.
  • Exelon made up 0.05% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #328 holding.
  • Wilmington Trust Investment Management first reported a position in Exelon in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Trust Investment Management's Exelon position peaked at $477K in Q2 2013.
  • 731 funds tracked by Wall St. Rank held Exelon as of Q2 2014.

Based on Wilmington Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.