YorkBridge Wealth Partners’s Exelon EXC Stock Holding History

YorkBridge Wealth Partners’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
2019 Q3	–	Sell	-573	Closed	-$20K	–	332
2019 Q2	$20K	Hold	573	–	–	0.01%	473
2019 Q1	$21K	Hold	573	–	–	0.01%	463
2018 Q4	$18K	Hold	573	–	–	0.01%	486
2018 Q3	$18K	Sell	573 -530	-48%	-$16.3K	0.01%	542
2018 Q2	$34K	Hold	1,103	–	–	0.01%	407
2018 Q1	$30K	Sell	1,103 -82	-7%	-$2.21K	0.01%	433
2017 Q4	$31K	Sell	1,185 -43	-4%	-$1.24K	0.02%	424
2017 Q3	$33K	Hold	1,228	–	–	0.02%	427
2017 Q2	$31K	Sell	1,228 -265	-18%	-$6.74K	0.02%	436
2017 Q1	$37K	Buy	1,493 +55	+4%	+$1.4K	0.02%	404
2016 Q4	$33K	Buy	+1,438	New	+$34.1K	0.02%	409

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

YorkBridge Wealth Partners's EXC Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Exelon (EXC) in Q3 2019, closing a stake of 573 shares — an estimated $20K sold.

YorkBridge Wealth Partners first reported a position in EXC in Q4 2016 and held it in 11 quarters. The position peaked at $37K in Q1 2017. 963 funds tracked by Wall St. Rank hold EXC as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Exelon position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 573 Exelon shares in Q3 2019, an estimated $20K.
YorkBridge Wealth Partners first reported a position in Exelon in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Exelon position peaked at $37K in Q1 2017.
963 funds tracked by Wall St. Rank held Exelon as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.