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Zweig-DiMenna Associates’s Exelon EXC Stock Holding History

Zweig-DiMenna Associates’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
2015
Q1 		– Sell
-9,814
Closed -$260K – 301
2014
Q4 		$260K Buy
+9,814
New +$252K 0.01% 190

Other funds holding EXC

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Zweig-DiMenna Associates's EXC Position: Q1 2015 in Review

Zweig-DiMenna Associates sold out of Exelon (EXC) in Q1 2015, closing a stake of 9,814 shares — an estimated $260K sold.

Zweig-DiMenna Associates first reported a position in EXC in Q4 2014 and held it in 1 quarter. The position peaked at $260K in Q4 2014. 731 funds tracked by Wall St. Rank hold EXC as of Q1 2015.

  • Zweig-DiMenna Associates reported no remaining Exelon position as of Q1 2015 after selling out during the quarter.
  • Zweig-DiMenna Associates sold 9,814 Exelon shares in Q1 2015, an estimated $260K.
  • Zweig-DiMenna Associates first reported a position in Exelon in Q4 2014 and held it in 1 quarter.
  • Zweig-DiMenna Associates's Exelon position peaked at $260K in Q4 2014.
  • 731 funds tracked by Wall St. Rank held Exelon as of Q1 2015.

Based on Zweig-DiMenna Associates's 13F filing for Q1 2015, filed 11 May 2015.