BWA
POM

Burt Wealth Advisors’s PEPCO HOLDINGS, INC. POM Stock Holding History

Burt Wealth 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
2016
Q1 		– Sell
-3,018
Closed -$78K – 755
2015
Q4 		$78K Hold
3,018
– – 0.06% 119
2015
Q3 		$73K Hold
3,018
– – 0.09% 112
2015
Q2 		$81K Hold
3,018
– – 0.09% 118
2015
Q1 		$81K Hold
3,018
– – 0.08% 110
2014
Q4 		$81K Buy
+3,018
New +$81.9K 0.09% 110

Other funds holding POM

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
KT
Kanaly Trust Houston, Texas $471M AUM 15.12% 1-Year Est. Return

Burt Wealth Advisors's POM Position: Q1 2016 in Review

Burt Wealth Advisors sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 3,018 shares — an estimated $78K sold.

Burt Wealth Advisors first reported a position in POM in Q4 2014 and held it in 5 quarters. The position peaked at $81K in Q2 2015. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

  • Burt Wealth Advisors reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 3,018 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $78K.
  • Burt Wealth Advisors first reported a position in PEPCO HOLDINGS, INC. in Q4 2014 and held it in 5 quarters.
  • Burt Wealth Advisors's PEPCO HOLDINGS, INC. position peaked at $81K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.