Windsor Capital Management’s Exelon EXC Stock Holding History

Windsor 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
2018 Q1	–	Sell	-8,120	Closed	-$228K	–	119
2017 Q4	$228K	Buy	+8,120	New	+$233K	0.11%	103
2016 Q3	–	Sell	-27,796	Closed	-$720K	–	118
2016 Q2	$720K	Buy	27,796 +303	+1%	+$7.5K	0.42%	54
2016 Q1	$703K	Buy	+27,493	New	+$616K	0.44%	57
2015 Q4	–	Sell	-6,194	Closed	-$131K	–	189
2015 Q3	$131K	Buy	+6,194	New	+$139K	0.08%	115
2014 Q1	–	Sell	-5,814	Closed	-$114K	–	139
2013 Q4	$114K	Buy	5,814 +3	+0.1%	+$60	0.07%	111
2013 Q3	$123K	Sell	5,811 -2,668	-31%	-$58.4K	0.07%	102
2013 Q2	$187K	Buy	+8,479	New	+$206K	0.11%	77

Other funds holding EXC

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Windsor Capital Management's EXC Position: Q1 2018 in Review

Windsor Capital Management sold out of Exelon (EXC) in Q1 2018, closing a stake of 8,120 shares — an estimated $228K sold.

Windsor Capital Management first reported a position in EXC in Q2 2013 and held it in 7 quarters. The position peaked at $720K in Q2 2016. 880 funds tracked by Wall St. Rank hold EXC as of Q1 2018.

Windsor Capital Management reported no remaining Exelon position as of Q1 2018 after selling out during the quarter.
Windsor Capital Management sold 8,120 Exelon shares in Q1 2018, an estimated $228K.
Windsor Capital Management first reported a position in Exelon in Q2 2013 and held it in 7 quarters.
Windsor Capital Management's Exelon position peaked at $720K in Q2 2016.
880 funds tracked by Wall St. Rank held Exelon as of Q1 2018.

Based on Windsor Capital Management's 13F filing for Q1 2018, filed 1 May 2018.