Lehman Financial Resources Decreased By $487,695 Its Exelon (EXC) Position; Gabelli Dividend & Income Trust (GDV) Has 1.38 Sentiment

May 25, 2018 - By Adrian Mccoy

Exelon Corporation (NYSE:EXC) Logo

Lehman Financial Resources Inc decreased Exelon Corp (EXC) stake by 54.38% reported in 2017Q4 SEC filing. Lehman Financial Resources Inc sold 12,505 shares as Exelon Corp (EXC)’s stock declined 1.38%. The Lehman Financial Resources Inc holds 10,491 shares with $413,000 value, down from 22,996 last quarter. Exelon Corp now has $39.28B valuation. The stock increased 0.39% or $0.16 during the last trading session, reaching $40.69. About 2.41 million shares traded. Exelon Corporation (NYSE:EXC) has risen 7.34% since May 25, 2017 and is uptrending. It has underperformed by 4.21% the S&P500.

Gabelli Dividend & Income Trust (GDV) investors sentiment increased to 1.38 in Q4 2017. It’s up 0.25, from 1.13 in 2017Q3. The ratio has improved, as 44 active investment managers opened new or increased stock positions, while 32 sold and decreased their stakes in Gabelli Dividend & Income Trust. The active investment managers in our database now own: 12.50 million shares, down from 13.43 million shares in 2017Q3. Also, the number of active investment managers holding Gabelli Dividend & Income Trust in top ten stock positions was flat from 1 to 1 for the same number . Sold All: 11 Reduced: 21 Increased: 24 New Position: 20.

Shaker Financial Services Llc holds 4.51% of its portfolio in The Gabelli Dividend & Income Trust for 407,365 shares. Private Wealth Partners Llc owns 235,850 shares or 1.02% of their US portfolio. Moreover, Blue Bell Private Wealth Management Llc has 0.25% invested in the company for 23,906 shares. The Missouri-based First Allied Advisory Services Inc. has invested 0.17% in the stock. Institute For Wealth Management Llc., a Colorado-based fund reported 25,431 shares.

The stock decreased 0.47% or $0.1055 during the last trading session, reaching $22.4745. About 49,950 shares traded. The Gabelli Dividend & Income Trust (GDV) has risen 5.96% since May 25, 2017 and is uptrending. It has underperformed by 5.59% the S&P500.

Since January 1, 0001, it had 1 insider buy, and 0 sales for $23,399 activity.

The Gabelli Dividend & Income Trust is a closed ended equity mutual fund launched by GAMCO Investors, Inc. The company has market cap of $1.85 billion. The fund is managed by Gabelli Funds, LLC. It has a 7.4 P/E ratio. It invests in public equity markets of the United States.

More news for The Gabelli Dividend & Income Trust (NYSE:GDV) were recently published by: Businesswire.com, which released: “Gabelli Dividend & Income Trust Continues Monthly Distributions, Declaring Distributions of $0.11 Per Share” on May 17, 2018. Businesswire.com‘s article titled: “Gabelli Dividend & Income Trust Announces Partial Redemption of Its 6.00% Series D Cumulative Preferred Shares” and published on April 26, 2018 is yet another important article.

Investors sentiment increased to 1.13 in 2017 Q4. Its up 0.08, from 1.05 in 2017Q3. It increased, as 38 investors sold EXC shares while 240 reduced holdings. 86 funds opened positions while 229 raised stakes. 727.68 million shares or 0.14% more from 726.69 million shares in 2017Q3 were reported. Security National Communications has 0.16% invested in Exelon Corporation (NYSE:EXC) for 12,817 shares. Pnc Service Gru Inc accumulated 0.02% or 449,542 shares. Bancshares Of Nova Scotia reported 0.03% of its portfolio in Exelon Corporation (NYSE:EXC). Covington Advsrs has 33,705 shares for 0.45% of their portfolio. Valley Natl Advisers reported 0.01% in Exelon Corporation (NYSE:EXC). Consulate holds 10,468 shares or 0.21% of its portfolio. State Teachers Retirement Systems holds 1.72M shares. Ww Asset Management accumulated 83,720 shares or 0.11% of the stock. 711,800 were reported by Hbk Invs Limited Partnership. Huntington Bancorp invested in 0.02% or 32,324 shares. Atria Ltd Limited Liability Company has 0.02% invested in Exelon Corporation (NYSE:EXC) for 10,316 shares. Cap Global invested in 22.10 million shares or 0.26% of the stock. Cohen Klingenstein holds 0.05% or 8,200 shares in its portfolio. Fulton Comml Bank Na holds 0.02% or 6,319 shares. Qci Asset Mgmt Ny has invested 0% in Exelon Corporation (NYSE:EXC).

Another recent and important Exelon Corporation (NYSE:EXC) news was published by Seekingalpha.com which published an article titled: “Bloomberg: New Jersey governor set to sign nuclear bailout bill” on May 23, 2018.

Among 22 analysts covering Exelon Corporation (NYSE:EXC), 14 have Buy rating, 1 Sell and 7 Hold. Therefore 64% are positive. Exelon Corporation had 80 analyst reports since July 21, 2015 according to SRatingsIntel. Mizuho upgraded it to “Neutral” rating and $40 target in Tuesday, January 23 report. UBS maintained Exelon Corporation (NYSE:EXC) on Wednesday, August 26 with “Neutral” rating. Barclays Capital initiated the shares of EXC in report on Thursday, March 24 with “Overweight” rating. The firm earned “Buy” rating on Wednesday, October 11 by Jefferies. As per Monday, January 8, the company rating was maintained by SunTrust. Morgan Stanley upgraded the shares of EXC in report on Friday, November 18 to “Overweight” rating. The stock of Exelon Corporation (NYSE:EXC) has “Buy” rating given on Tuesday, August 25 by Guggenheim. On Wednesday, August 2 the stock rating was maintained by BMO Capital Markets with “Hold”. As per Monday, August 31, the company rating was maintained by Wells Fargo. The rating was maintained by JP Morgan with “Overweight” on Wednesday, February 21.

Analysts await Exelon Corporation (NYSE:EXC) to report earnings on August, 1. They expect $0.59 EPS, up 9.26% or $0.05 from last year’s $0.54 per share. EXC’s profit will be $569.57M for 17.24 P/E if the $0.59 EPS becomes a reality. After $0.96 actual EPS reported by Exelon Corporation for the previous quarter, Wall Street now forecasts -38.54% negative EPS growth.

Exelon Corporation (NYSE:EXC) Institutional Positions Chart

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