Burney Company’s PEPCO HOLDINGS, INC. POM Stock Holding History

Burney Company’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 Q3	–	Sell	-8,007	Closed	-$220K	–	415
2014 Q2	$220K	Buy	+8,007	New	+$204K	0.02%	385

Other funds holding POM

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Burney Company's POM Position: Q3 2014 in Review

Burney Company sold out of PEPCO HOLDINGS, INC. (POM) in Q3 2014, closing a stake of 8,007 shares — an estimated $220K sold.

Burney Company first reported a position in POM in Q2 2014 and held it in 1 quarter. The position peaked at $220K in Q2 2014. 370 funds tracked by Wall St. Rank hold POM as of Q3 2014.

Burney Company reported no remaining PEPCO HOLDINGS, INC. position as of Q3 2014 after selling out during the quarter.
Burney Company sold 8,007 PEPCO HOLDINGS, INC. shares in Q3 2014, an estimated $220K.
Burney Company first reported a position in PEPCO HOLDINGS, INC. in Q2 2014 and held it in 1 quarter.
Burney Company's PEPCO HOLDINGS, INC. position peaked at $220K in Q2 2014.
370 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q3 2014.

Based on Burney Company's 13F filing for Q3 2014, filed 12 Nov 2014.