AWS
POM

Aris Wealth Services’s PEPCO HOLDINGS, INC. POM Stock Holding History

Aris Wealth Services’s Portfolio POM Stock Details POM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$14K Sell
583
-1,500
-72% -$38.2K 0.03% 195
2015
Q2 		$56K Hold
2,083
– – 0.05% 198
2015
Q1 		$56K Buy
+2,083
New +$56.5K 0.05% 196

Other funds holding POM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Aris Wealth Services's POM Position: Q3 2015 in Review

Aris Wealth Services reduced its PEPCO HOLDINGS, INC. (POM) stake by 72% in Q3 2015, selling an estimated $38.2K and leaving 583 shares worth $14K. The position accounts for 0.03% of the portfolio, ranked #195.

Aris Wealth Services first reported a position in POM in Q1 2015 and has held it in 3 quarters since. The position peaked at $56K in Q2 2015. 357 funds tracked by Wall St. Rank hold POM as of Q3 2015.

  • Aris Wealth Services held 583 shares of PEPCO HOLDINGS, INC. worth $14K as of Q3 2015.
  • Aris Wealth Services sold 1,500 PEPCO HOLDINGS, INC. shares in Q3 2015, an estimated $38.2K.
  • PEPCO HOLDINGS, INC. made up 0.03% of Aris Wealth Services's portfolio in Q3 2015, its #195 holding.
  • Aris Wealth Services first reported a position in PEPCO HOLDINGS, INC. in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's PEPCO HOLDINGS, INC. position peaked at $56K in Q2 2015.
  • 357 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.