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

CapWealth 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	-400	Closed	-$10K	–	336
2015 Q4	$10K	Hold	400	–	–	﹤0.01%	197
2015 Q3	$10K	Hold	400	–	–	﹤0.01%	195
2015 Q2	$11K	Hold	400	–	–	﹤0.01%	202
2015 Q1	$11K	Buy	+400	New	+$10.9K	﹤0.01%	216
2014 Q4	–	Sell	-300	Closed	-$8K	–	366
2014 Q3	$8K	Hold	300	–	–	﹤0.01%	259
2014 Q2	$8K	Hold	300	–	–	﹤0.01%	265
2014 Q1	$6K	Hold	300	–	–	﹤0.01%	300
2013 Q4	$6K	Sell	300 -400	-57%	-$7.59K	﹤0.01%	295
2013 Q3	$13K	Hold	700	–	–	﹤0.01%	285
2013 Q2	$14K	Buy	+700	New	+$14.9K	﹤0.01%	262

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Kanaly Trust Houston, Texas $471M AUM 15.12% 1-Year Est. Return

CapWealth Advisors's POM Position: Q1 2016 in Review

CapWealth Advisors sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 400 shares — an estimated $10K sold.

CapWealth Advisors first reported a position in POM in Q2 2013 and held it in 10 quarters. The position peaked at $14K in Q2 2013. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

CapWealth Advisors reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
CapWealth Advisors sold 400 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $10K.
CapWealth Advisors first reported a position in PEPCO HOLDINGS, INC. in Q2 2013 and held it in 10 quarters.
CapWealth Advisors's PEPCO HOLDINGS, INC. position peaked at $14K in Q2 2013.
6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on CapWealth Advisors's 13F filing for Q1 2016, filed 11 May 2016.