LPL Financial
POM

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

LPL Financial’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
-37,575
Closed -$975K – 3330
2015
Q4 		$975K Buy
37,575
+20,940
+126% +$549K ﹤0.01% 1700
2015
Q3 		$423K Buy
16,635
+14
+0.1% +$356 ﹤0.01% 1936
2015
Q2 		$449K Sell
16,621
-3,963
-19% -$105K ﹤0.01% 1979
2015
Q1 		$551K Buy
20,584
+1,117
+6% +$30.3K ﹤0.01% 1783
2014
Q4 		$524K Sell
19,467
-3,403
-15% -$92.3K ﹤0.01% 1739
2014
Q3 		$613K Buy
22,870
+2,546
+13% +$69.4K ﹤0.01% 1631
2014
Q2 		$559K Buy
20,324
+2,712
+15% +$69.1K ﹤0.01% 1726
2014
Q1 		$361K Sell
17,612
-15,684
-47% -$309K ﹤0.01% 2010
2013
Q4 		$637K Sell
33,296
-62,648
-65% -$1.19M ﹤0.01% 1562
2013
Q3 		$1.78M Buy
95,944
+7,858
+9% +$153K 0.01% 850
2013
Q2 		$1.78M Buy
+88,086
New +$1.88M 0.01% 779

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

LPL Financial's POM Position: Q1 2016 in Review

LPL Financial sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 37,575 shares — an estimated $975K sold.

LPL Financial first reported a position in POM in Q2 2013 and held it in 11 quarters. The position peaked at $1.78M in Q3 2013. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

  • LPL Financial reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
  • LPL Financial sold 37,575 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $975K.
  • LPL Financial first reported a position in PEPCO HOLDINGS, INC. in Q2 2013 and held it in 11 quarters.
  • LPL Financial's PEPCO HOLDINGS, INC. position peaked at $1.78M in Q3 2013.
  • 6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on LPL Financial's 13F filing for Q1 2016, filed 16 May 2016.