GWA
POM

Genesis Wealth Advisors’s PEPCO HOLDINGS, INC. POM Stock Holding History

Genesis Wealth 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
2015
Q2 		$12.1K Hold
450
– – 0.01% 330
2015
Q1 		$12.1K Hold
450
– – 0.01% 335
2014
Q4 		$12.2K Buy
+450
New +$12.2K 0.01% 360

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Genesis Wealth Advisors's POM Position: Q2 2015 in Review

Genesis Wealth Advisors held its PEPCO HOLDINGS, INC. (POM) position steady in Q2 2015 at 450 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #330.

Genesis Wealth Advisors first reported a position in POM in Q4 2014 and has held it in 3 quarters since. The position peaked at $12.2K in Q4 2014. 359 funds tracked by Wall St. Rank hold POM as of Q2 2015.

  • Genesis Wealth Advisors held 450 shares of PEPCO HOLDINGS, INC. worth $12.1K as of Q2 2015.
  • Genesis Wealth Advisors left its PEPCO HOLDINGS, INC. share count unchanged in Q2 2015.
  • PEPCO HOLDINGS, INC. made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #330 holding.
  • Genesis Wealth Advisors first reported a position in PEPCO HOLDINGS, INC. in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's PEPCO HOLDINGS, INC. position peaked at $12.2K in Q4 2014.
  • 359 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.