Jones Financial Companies
POM

Jones Financial Companies’s PEPCO HOLDINGS, INC. POM Stock Holding History

Jones Financial Companies’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
2013
Q4 		– Sell
-1,641
Closed -$30K – 711
2013
Q3 		$30K Sell
1,641
-1,554
-49% -$30.2K ﹤0.01% 376
2013
Q2 		$64K Buy
+3,195
New +$68.1K ﹤0.01% 301

Other funds holding POM

Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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 $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 16.26% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Jones Financial Companies's POM Position: Q4 2013 in Review

Jones Financial Companies sold out of PEPCO HOLDINGS, INC. (POM) in Q4 2013, closing a stake of 1,641 shares — an estimated $30K sold.

Jones Financial Companies first reported a position in POM in Q2 2013 and held it in 2 quarters. The position peaked at $64K in Q2 2013. 355 funds tracked by Wall St. Rank hold POM as of Q4 2013.

  • Jones Financial Companies reported no remaining PEPCO HOLDINGS, INC. position as of Q4 2013 after selling out during the quarter.
  • Jones Financial Companies sold 1,641 PEPCO HOLDINGS, INC. shares in Q4 2013, an estimated $30K.
  • Jones Financial Companies first reported a position in PEPCO HOLDINGS, INC. in Q2 2013 and held it in 2 quarters.
  • Jones Financial Companies's PEPCO HOLDINGS, INC. position peaked at $64K in Q2 2013.
  • 355 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q4 2013.

Based on Jones Financial Companies's 13F filing for Q4 2013, filed 14 Feb 2014.