LFR
POM

Lehman Financial Resources’s PEPCO HOLDINGS, INC. POM Stock Holding History

Lehman Financial Resources’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
Q4 		– Sell
-1,460
Closed -$35K – 492
2015
Q3 		$35K Hold
1,460
– – 0.02% 185
2015
Q2 		$39K Hold
1,460
– – 0.02% 181
2015
Q1 		$39K Hold
1,460
– – 0.02% 183
2014
Q4 		$39K Hold
1,460
– – 0.02% 169
2014
Q3 		$39K Hold
1,460
– – 0.02% 174
2014
Q2 		$40K Hold
1,460
– – 0.02% 169
2014
Q1 		$30K Hold
1,460
– – 0.02% 185
2013
Q4 		$28K Hold
1,460
– – 0.02% 182
2013
Q3 		$27K Hold
1,460
– – 0.02% 176
2013
Q2 		$29K Buy
+1,460
New +$31.1K 0.02% 143

Other funds holding POM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Morgan Stanley
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
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Lehman Financial Resources's POM Position: Q4 2015 in Review

Lehman Financial Resources sold out of PEPCO HOLDINGS, INC. (POM) in Q4 2015, closing a stake of 1,460 shares — an estimated $35K sold.

Lehman Financial Resources first reported a position in POM in Q2 2013 and held it in 10 quarters. The position peaked at $40K in Q2 2014. 382 funds tracked by Wall St. Rank hold POM as of Q4 2015.

  • Lehman Financial Resources reported no remaining PEPCO HOLDINGS, INC. position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 1,460 PEPCO HOLDINGS, INC. shares in Q4 2015, an estimated $35K.
  • Lehman Financial Resources first reported a position in PEPCO HOLDINGS, INC. in Q2 2013 and held it in 10 quarters.
  • Lehman Financial Resources's PEPCO HOLDINGS, INC. position peaked at $40K in Q2 2014.
  • 382 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.