Envestnet Asset Management
POM

Envestnet Asset Management’s PEPCO HOLDINGS, INC. POM Stock Holding History

Envestnet Asset 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
2014
Q4 		– Sell
-62
Closed -$2K – 2970
2014
Q3 		$2K Buy
+62
New +$1.69K ﹤0.01% 2585
2014
Q2 		– Sell
-200
Closed -$4K – 2926
2014
Q1 		$4K Sell
200
-10
-5% -$197 ﹤0.01% 2189
2013
Q4 		$4K Buy
+210
New +$3.98K ﹤0.01% 2111
2013
Q3 		– Sell
-18,182
Closed -$367K – 2589
2013
Q2 		$367K Buy
+18,182
New +$388K ﹤0.01% 656

Other funds holding POM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Envestnet Asset Management's POM Position: Q4 2014 in Review

Envestnet Asset Management sold out of PEPCO HOLDINGS, INC. (POM) in Q4 2014, closing a stake of 62 shares — an estimated $2K sold.

Envestnet Asset Management first reported a position in POM in Q2 2013 and held it in 4 quarters. The position peaked at $367K in Q2 2013. 377 funds tracked by Wall St. Rank hold POM as of Q4 2014.

  • Envestnet Asset Management reported no remaining PEPCO HOLDINGS, INC. position as of Q4 2014 after selling out during the quarter.
  • Envestnet Asset Management sold 62 PEPCO HOLDINGS, INC. shares in Q4 2014, an estimated $2K.
  • Envestnet Asset Management first reported a position in PEPCO HOLDINGS, INC. in Q2 2013 and held it in 4 quarters.
  • Envestnet Asset Management's PEPCO HOLDINGS, INC. position peaked at $367K in Q2 2013.
  • 377 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q4 2014.

Based on Envestnet Asset Management's 13F filing for Q4 2014, filed 12 Feb 2015.