ZIM
EXC icon

Zacks Investment Management’s Exelon EXC Stock Holding History

Zacks Investment 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
Q2 		– Sell
-1,426,462
Closed -$39.7M – 564
2018
Q1 		$39.7M Buy
1,426,462
+12,922
+0.9% +$349K 0.88% 35
2017
Q4 		$39.7M Buy
+1,413,540
New +$40.6M 0.87% 33
2017
Q3 		– Sell
-10,577
Closed -$272K – 604
2017
Q2 		$272K Sell
10,577
-948,814
-99% -$24.1M 0.01% 502
2017
Q1 		$24.6M Buy
+959,391
New +$24.4M 0.63% 47

Other funds holding EXC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Zacks Investment Management's EXC Position: Q2 2018 in Review

Zacks Investment Management sold out of Exelon (EXC) in Q2 2018, closing a stake of 1,426,462 shares — an estimated $39.7M sold.

Zacks Investment Management first reported a position in EXC in Q1 2017 and held it in 4 quarters. The position peaked at $39.7M in Q4 2017. 901 funds tracked by Wall St. Rank hold EXC as of Q2 2018.

  • Zacks Investment Management reported no remaining Exelon position as of Q2 2018 after selling out during the quarter.
  • Zacks Investment Management sold 1,426,462 Exelon shares in Q2 2018, an estimated $39.7M.
  • Zacks Investment Management first reported a position in Exelon in Q1 2017 and held it in 4 quarters.
  • Zacks Investment Management's Exelon position peaked at $39.7M in Q4 2017.
  • 901 funds tracked by Wall St. Rank held Exelon as of Q2 2018.

Based on Zacks Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.