CWM
POM

Concert Wealth Management’s PEPCO HOLDINGS, INC. POM Stock Holding History

Concert Wealth Management’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
-67,729
Closed -$1.76M – 741
2015
Q4 		$1.76M Sell
67,729
-4,916
-7% -$129K 0.24% 107
2015
Q3 		$1.76M Sell
72,645
-3,167
-4% -$80.6K 0.24% 99
2015
Q2 		$2.04M Buy
75,812
+22,411
+42% +$595K 0.26% 88
2015
Q1 		$343K Buy
53,401
+17,623
+49% +$478K 0.1% 266
2014
Q4 		$961K Buy
35,778
+13,232
+59% +$359K 0.15% 183
2014
Q3 		$604K Buy
22,546
+5,438
+32% +$148K 0.08% 230
2014
Q2 		$462K Sell
17,108
-1,093
-6% -$27.9K 0.06% 301
2014
Q1 		$366K Sell
18,201
-201
-1% -$3.96K 0.05% 354
2013
Q4 		$352K Sell
18,402
-1,682
-8% -$31.9K 0.04% 339
2013
Q3 		$369K Sell
20,084
-1,002
-5% -$19.5K 0.05% 322
2013
Q2 		$424K Buy
+21,086
New +$450K 0.06% 257

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

Concert Wealth Management's POM Position: Q1 2016 in Review

Concert Wealth Management sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 67,729 shares — an estimated $1.76M sold.

Concert Wealth Management first reported a position in POM in Q2 2013 and held it in 11 quarters. The position peaked at $2.04M in Q2 2015. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

  • Concert Wealth Management reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
  • Concert Wealth Management sold 67,729 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $1.76M.
  • Concert Wealth Management first reported a position in PEPCO HOLDINGS, INC. in Q2 2013 and held it in 11 quarters.
  • Concert Wealth Management's PEPCO HOLDINGS, INC. position peaked at $2.04M in Q2 2015.
  • 6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on Concert Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.