LWA
POM

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

Lowe 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
Q3 		– Sell
-101
Closed -$3K – 266
2015
Q2 		$3K Hold
101
– – ﹤0.01% 192
2015
Q1 		$3K Buy
+101
New +$2.74K ﹤0.01% 190

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Lowe Wealth Advisors's POM Position: Q3 2015 in Review

Lowe Wealth Advisors sold out of PEPCO HOLDINGS, INC. (POM) in Q3 2015, closing a stake of 101 shares — an estimated $3K sold.

Lowe Wealth Advisors first reported a position in POM in Q1 2015 and held it in 2 quarters. The position peaked at $3K in Q2 2015. 357 funds tracked by Wall St. Rank hold POM as of Q3 2015.

  • Lowe Wealth Advisors reported no remaining PEPCO HOLDINGS, INC. position as of Q3 2015 after selling out during the quarter.
  • Lowe Wealth Advisors sold 101 PEPCO HOLDINGS, INC. shares in Q3 2015, an estimated $3K.
  • Lowe Wealth Advisors first reported a position in PEPCO HOLDINGS, INC. in Q1 2015 and held it in 2 quarters.
  • Lowe Wealth Advisors's PEPCO HOLDINGS, INC. position peaked at $3K in Q2 2015.
  • 357 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q3 2015.

Based on Lowe Wealth Advisors's 13F filing for Q3 2015, filed 4 Dec 2015.