BSA
POM

Braun Stacey Associates’s PEPCO HOLDINGS, INC. POM Stock Holding History

Braun Stacey Associates’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
2014
Q2 		– Sell
-81,795
Closed -$1.68M – 173
2014
Q1 		$1.68M Sell
81,795
-150
-0.2% -$2.95K 0.1% 112
2013
Q4 		$1.57M Buy
81,945
+655
+0.8% +$12.4K 0.09% 114
2013
Q3 		$1.5M Buy
81,290
+1,700
+2% +$33K 0.09% 113
2013
Q2 		$1.6M Buy
+79,590
New +$1.7M 0.1% 115

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Braun Stacey Associates's POM Position: Q2 2014 in Review

Braun Stacey Associates sold out of PEPCO HOLDINGS, INC. (POM) in Q2 2014, closing a stake of 81,795 shares — an estimated $1.68M sold.

Braun Stacey Associates first reported a position in POM in Q2 2013 and held it in 4 quarters. The position peaked at $1.68M in Q1 2014. 372 funds tracked by Wall St. Rank hold POM as of Q2 2014.

  • Braun Stacey Associates reported no remaining PEPCO HOLDINGS, INC. position as of Q2 2014 after selling out during the quarter.
  • Braun Stacey Associates sold 81,795 PEPCO HOLDINGS, INC. shares in Q2 2014, an estimated $1.68M.
  • Braun Stacey Associates first reported a position in PEPCO HOLDINGS, INC. in Q2 2013 and held it in 4 quarters.
  • Braun Stacey Associates's PEPCO HOLDINGS, INC. position peaked at $1.68M in Q1 2014.
  • 372 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q2 2014.

Based on Braun Stacey Associates's 13F filing for Q2 2014, filed 7 Aug 2014.