GWS
POM

Glassman Wealth Services’s PEPCO HOLDINGS, INC. POM Stock Holding History

Glassman Wealth Services’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
-1,100
Closed -$29K – 466
2015
Q4 		$29K Hold
1,100
– – 0.03% 186
2015
Q3 		$27K Hold
1,100
– – 0.02% 191
2015
Q2 		$30K Hold
1,100
– – 0.02% 188
2015
Q1 		$30K Hold
1,100
– – 0.02% 184
2014
Q4 		$30K Buy
+1,100
New +$29.8K 0.02% 196

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 $156B AUM 27.51% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
KT
Kanaly Trust Houston, Texas $471M AUM 15.12% 1-Year Est. Return

Glassman Wealth Services's POM Position: Q1 2016 in Review

Glassman Wealth Services sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 1,100 shares — an estimated $29K sold.

Glassman Wealth Services first reported a position in POM in Q4 2014 and held it in 5 quarters. The position peaked at $30K in Q2 2015. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

  • Glassman Wealth Services reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
  • Glassman Wealth Services sold 1,100 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $29K.
  • Glassman Wealth Services first reported a position in PEPCO HOLDINGS, INC. in Q4 2014 and held it in 5 quarters.
  • Glassman Wealth Services's PEPCO HOLDINGS, INC. position peaked at $30K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on Glassman Wealth Services's 13F filing for Q1 2016, filed 13 May 2016.