FFSOTS
POM

Fiduciary Financial Services of The Southwest’s PEPCO HOLDINGS, INC. POM Stock Holding History

Fiduciary Financial Services of The Southwest’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
-12,360
Closed -$321K – 149
2015
Q4 		$321K Sell
12,360
-795
-6% -$20.8K 0.11% 122
2015
Q3 		$319K Buy
13,155
+230
+2% +$5.85K 0.11% 127
2015
Q2 		$348K Sell
12,925
-1,475
-10% -$39.2K 0.11% 135
2015
Q1 		$386K Hold
14,400
– – 0.11% 131
2014
Q4 		$388K Sell
14,400
-350
-2% -$9.49K 0.11% 127
2014
Q3 		$395K Hold
14,750
– – 0.11% 130
2014
Q2 		$405K Sell
14,750
-3,500
-19% -$89.2K 0.11% 129
2014
Q1 		$374K Sell
18,250
-1,905
-9% -$37.5K 0.11% 130
2013
Q4 		$386K Sell
20,155
-1,495
-7% -$28.4K 0.12% 123
2013
Q3 		$400K Sell
21,650
-5,530
-20% -$108K 0.13% 118
2013
Q2 		$548K Buy
+27,180
New +$580K 0.18% 106

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 $178B AUM 37.23% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
KT
Kanaly Trust Houston, Texas $471M AUM 16.99% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's POM Position: Q1 2016 in Review

Fiduciary Financial Services of The Southwest sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 12,360 shares — an estimated $321K sold.

Fiduciary Financial Services of The Southwest first reported a position in POM in Q2 2013 and held it in 11 quarters. The position peaked at $548K in Q2 2013. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

  • Fiduciary Financial Services of The Southwest reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
  • Fiduciary Financial Services of The Southwest sold 12,360 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $321K.
  • Fiduciary Financial Services of The Southwest first reported a position in PEPCO HOLDINGS, INC. in Q2 2013 and held it in 11 quarters.
  • Fiduciary Financial Services of The Southwest's PEPCO HOLDINGS, INC. position peaked at $548K in Q2 2013.
  • 6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q1 2016, filed 13 May 2016.