Winslow Evans & Crocker’s Exelon EXC Stock Holding History

Winslow Evans & Crocker’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
2020 Q3	–	Sell	-140	Closed	-$4K	–	1112
2020 Q2	$4K	Sell	140 -785	-85%	-$20.8K	﹤0.01%	919
2020 Q1	$26K	Buy	925 +140	+18%	+$4.4K	0.01%	532
2019 Q4	$26K	Hold	785	–	–	0.01%	620
2019 Q3	$28K	Hold	785	–	–	0.01%	600
2019 Q2	$28K	Sell	785 -163	-17%	-$5.75K	0.01%	614
2019 Q1	$34K	Buy	948 +93	+11%	+$3.17K	0.01%	570
2018 Q4	$28K	Buy	855 +70	+9%	+$2.24K	0.01%	565
2018 Q3	$26K	Hold	785	–	–	0.01%	609
2018 Q2	$24K	Hold	785	–	–	0.01%	636
2018 Q1	$21.8K	Hold	785	–	–	0.01%	629
2017 Q4	$22K	Hold	785	–	–	0.01%	637
2017 Q3	$21.1K	Buy	785 +1	+0.1%	+$27	0.01%	645
2017 Q2	$20.2K	Sell	784 -1	-0.1%	-$25	0.01%	750
2017 Q1	$20.1K	Buy	+785	New	+$20K	0.01%	733
2015 Q3	–	Sell	-168	Closed	-$3.77K	–	1305
2015 Q2	$3.77K	Hold	168	–	–	﹤0.01%	1130
2015 Q1	$4.03K	Sell	168 -365	-68%	-$9.04K	﹤0.01%	1078
2014 Q4	$14.1K	Hold	533	–	–	﹤0.01%	813
2014 Q3	$13K	Hold	533	–	–	﹤0.01%	837
2014 Q2	$13.9K	Hold	533	–	–	﹤0.01%	766
2014 Q1	$12.8K	Sell	533 -280	-34%	-$5.89K	﹤0.01%	787
2013 Q4	$16K	Buy	+813	New	+$16.4K	0.01%	761

Other funds holding EXC

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

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

BlackRock New York $5.72T AUM 30.48% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Winslow Evans & Crocker's EXC Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of Exelon (EXC) in Q3 2020, closing a stake of 140 shares — an estimated $4K sold.

Winslow Evans & Crocker first reported a position in EXC in Q4 2013 and held it in 21 quarters. The position peaked at $34K in Q1 2019. 855 funds tracked by Wall St. Rank hold EXC as of Q3 2020.

Winslow Evans & Crocker reported no remaining Exelon position as of Q3 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 140 Exelon shares in Q3 2020, an estimated $4K.
Winslow Evans & Crocker first reported a position in Exelon in Q4 2013 and held it in 21 quarters.
Winslow Evans & Crocker's Exelon position peaked at $34K in Q1 2019.
855 funds tracked by Wall St. Rank held Exelon as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.