LS
POM

Lupo Securities’s PEPCO HOLDINGS, INC. POM Stock Holding History

Lupo Securities’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 		$601K Buy
24,802
+17,702
+249% +$450K 4.52% 7
2015
Q2 		$191K Buy
7,100
+6,100
+610% +$162K 0.76% 18
2015
Q1 		$27K Buy
+1,000
New +$27.1K 0.04% 202

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

Lupo Securities's POM Position: Q3 2015 in Review

Lupo Securities increased its PEPCO HOLDINGS, INC. (POM) stake by 249% in Q3 2015, buying an estimated $450K and bringing the position to 24,802 shares worth $601K. The position accounts for 4.52% of the portfolio, ranked #7.

Lupo Securities first reported a position in POM in Q1 2015 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold POM as of Q3 2015.

  • Lupo Securities held 24,802 shares of PEPCO HOLDINGS, INC. worth $601K as of Q3 2015.
  • Lupo Securities bought 17,702 PEPCO HOLDINGS, INC. shares in Q3 2015, an estimated $450K.
  • PEPCO HOLDINGS, INC. made up 4.52% of Lupo Securities's portfolio in Q3 2015, its #7 holding.
  • Lupo Securities first reported a position in PEPCO HOLDINGS, INC. in Q1 2015 and has held it in 3 quarters since.
  • 357 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q3 2015.

Based on Lupo Securities's 13F filing for Q3 2015, filed 13 Nov 2015.