Creative Planning
POM

Creative Planning’s PEPCO HOLDINGS, INC. POM Stock Holding History

Creative Planning’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
-66,390
Closed -$1.73M – 4867
2015
Q4 		$1.73M Buy
66,390
+5,798
+10% +$152K 0.01% 349
2015
Q3 		$1.47M Buy
60,592
+35
+0.1% +$890 0.01% 368
2015
Q2 		$1.63M Sell
60,557
-31,365
-34% -$833K 0.01% 342
2015
Q1 		$2.47M Buy
91,922
+44,188
+93% +$1.2M 0.02% 243
2014
Q4 		$1.28M Buy
47,734
+3,736
+8% +$101K 0.01% 370
2014
Q3 		$1.18M Buy
43,998
+109
+0.2% +$2.97K 0.01% 351
2014
Q2 		$1.21M Buy
43,889
+3,367
+8% +$85.8K 0.02% 338
2014
Q1 		$830K Buy
40,522
+3,351
+9% +$65.9K 0.01% 431
2013
Q4 		$711K Buy
37,171
+3,574
+11% +$67.8K 0.01% 407
2013
Q3 		$620K Sell
33,597
-1,463
-4% -$28.4K 0.01% 385
2013
Q2 		$707K Buy
+35,060
New +$748K 0.02% 310

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

Creative Planning's POM Position: Q1 2016 in Review

Creative Planning sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 66,390 shares — an estimated $1.73M sold.

Creative Planning first reported a position in POM in Q2 2013 and held it in 11 quarters. The position peaked at $2.47M in Q1 2015. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

  • Creative Planning reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
  • Creative Planning sold 66,390 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $1.73M.
  • Creative Planning first reported a position in PEPCO HOLDINGS, INC. in Q2 2013 and held it in 11 quarters.
  • Creative Planning's PEPCO HOLDINGS, INC. position peaked at $2.47M in Q1 2015.
  • 6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on Creative Planning's 13F filing for Q1 2016, filed 8 Apr 2016.