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

CT Financial 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	-5,098	Closed	-$133K	–	656
2015 Q4	$133K	Hold	5,098	–	–	0.08%	187
2015 Q3	$123K	Hold	5,098	–	–	0.08%	185
2015 Q2	$137K	Hold	5,098	–	–	0.08%	185
2015 Q1	$137K	Hold	5,098	–	–	0.08%	192
2014 Q4	$137K	Buy	+5,098	New	+$138K	0.1%	146
2014 Q1	$137K	Buy	+5,098	New	+$100K	0.08%	192

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

CT Financial Advisors's POM Position: Q1 2016 in Review

CT Financial Advisors sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 5,098 shares — an estimated $133K sold.

CT Financial Advisors first reported a position in POM in Q1 2014 and held it in 6 quarters. The position peaked at $137K in Q2 2015. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

CT Financial Advisors reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
CT Financial Advisors sold 5,098 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $133K.
CT Financial Advisors first reported a position in PEPCO HOLDINGS, INC. in Q1 2014 and held it in 6 quarters.
CT Financial Advisors's PEPCO HOLDINGS, INC. position peaked at $137K in Q2 2015.
6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on CT Financial Advisors's 13F filing for Q1 2016, filed 6 Apr 2016.