BWFA
POM

Baltimore-Washington Financial Advisors’s PEPCO HOLDINGS, INC. POM Stock Holding History

Baltimore-Washington Financial Advisors’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
Q2 		– Sell
-66
Closed -$2K – 328
2015
Q1 		$2K Buy
+66
New +$1.79K ﹤0.01% 275
2014
Q2 		– Sell
-242
Closed -$5K – 288
2014
Q1 		$5K Buy
+242
New +$4.76K ﹤0.01% 215

Other funds holding POM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baltimore-Washington Financial Advisors's POM Position: Q2 2015 in Review

Baltimore-Washington Financial Advisors sold out of PEPCO HOLDINGS, INC. (POM) in Q2 2015, closing a stake of 66 shares — an estimated $2K sold.

Baltimore-Washington Financial Advisors first reported a position in POM in Q1 2014 and held it in 2 quarters. The position peaked at $5K in Q1 2014. 359 funds tracked by Wall St. Rank hold POM as of Q2 2015.

  • Baltimore-Washington Financial Advisors reported no remaining PEPCO HOLDINGS, INC. position as of Q2 2015 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 66 PEPCO HOLDINGS, INC. shares in Q2 2015, an estimated $2K.
  • Baltimore-Washington Financial Advisors first reported a position in PEPCO HOLDINGS, INC. in Q1 2014 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's PEPCO HOLDINGS, INC. position peaked at $5K in Q1 2014.
  • 359 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q2 2015.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2015, filed 15 Jul 2015.