Gideon Capital Advisors’s PEPCO HOLDINGS, INC. POM Stock Holding History

Gideon Capital 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 Q1	–	Sell	-18,889	Closed	-$509K	–	342
2014 Q4	$509K	Buy	+18,889	New	+$512K	0.24%	118
2014 Q3	–	Sell	-8,480	Closed	-$233K	–	404
2014 Q2	$233K	Sell	8,480 -43,473	-84%	-$1.11M	0.08%	221
2014 Q1	$1.06M	Buy	+51,953	New	+$1.02M	0.59%	54

Other funds holding POM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Gideon Capital Advisors's POM Position: Q1 2015 in Review

Gideon Capital Advisors sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2015, closing a stake of 18,889 shares — an estimated $509K sold.

Gideon Capital Advisors first reported a position in POM in Q1 2014 and held it in 3 quarters. The position peaked at $1.06M in Q1 2014. 370 funds tracked by Wall St. Rank hold POM as of Q1 2015.

Gideon Capital Advisors reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2015 after selling out during the quarter.
Gideon Capital Advisors sold 18,889 PEPCO HOLDINGS, INC. shares in Q1 2015, an estimated $509K.
Gideon Capital Advisors first reported a position in PEPCO HOLDINGS, INC. in Q1 2014 and held it in 3 quarters.
Gideon Capital Advisors's PEPCO HOLDINGS, INC. position peaked at $1.06M in Q1 2014.
370 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2015.

Based on Gideon Capital Advisors's 13F filing for Q1 2015, filed 15 May 2015.