Woodmont Investment Counsel’s Exelon EXC Stock Holding History

Woodmont Investment Counsel’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
2016 Q4	–	Sell	-2,437	Closed	-$58K	–	334
2016 Q3	$58K	Buy	+2,437	New	+$61.2K	0.02%	247
2016 Q2	–	Sell	-1,964	Closed	-$50K	–	276
2016 Q1	$50K	Hold	1,964	–	–	0.02%	259
2015 Q4	$39K	Hold	1,964	–	–	0.01%	285
2015 Q3	$42K	Hold	1,964	–	–	0.01%	278
2015 Q2	$44K	Buy	+1,964	New	+$47K	0.01%	267

Other funds holding EXC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Woodmont Investment Counsel's EXC Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Exelon (EXC) in Q4 2016, closing a stake of 2,437 shares — an estimated $58K sold.

Woodmont Investment Counsel first reported a position in EXC in Q2 2015 and held it in 5 quarters. The position peaked at $58K in Q3 2016. 803 funds tracked by Wall St. Rank hold EXC as of Q4 2016.

Woodmont Investment Counsel reported no remaining Exelon position as of Q4 2016 after selling out during the quarter.
Woodmont Investment Counsel sold 2,437 Exelon shares in Q4 2016, an estimated $58K.
Woodmont Investment Counsel first reported a position in Exelon in Q2 2015 and held it in 5 quarters.
Woodmont Investment Counsel's Exelon position peaked at $58K in Q3 2016.
803 funds tracked by Wall St. Rank held Exelon as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.