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Winton Capital Management’s Exelon EXC Stock Holding History

Winton 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
2013
Q4 		– Sell
-131,780
Closed -$2.79M – 670
2013
Q3 		$2.79M Buy
131,780
+71,515
+119% +$1.56M 0.03% 385
2013
Q2 		$1.33M Buy
+60,265
New +$1.46M 0.02% 457

Other funds holding EXC

Capital Research Global Investors
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Winton Capital Management's EXC Position: Q4 2013 in Review

Winton Capital Management sold out of Exelon (EXC) in Q4 2013, closing a stake of 131,780 shares — an estimated $2.79M sold.

Winton Capital Management first reported a position in EXC in Q2 2013 and held it in 2 quarters. The position peaked at $2.79M in Q3 2013. 674 funds tracked by Wall St. Rank hold EXC as of Q4 2013.

  • Winton Capital Management reported no remaining Exelon position as of Q4 2013 after selling out during the quarter.
  • Winton Capital Management sold 131,780 Exelon shares in Q4 2013, an estimated $2.79M.
  • Winton Capital Management first reported a position in Exelon in Q2 2013 and held it in 2 quarters.
  • Winton Capital Management's Exelon position peaked at $2.79M in Q3 2013.
  • 674 funds tracked by Wall St. Rank held Exelon as of Q4 2013.

Based on Winton Capital Management's 13F filing for Q4 2013, filed 7 Feb 2014.