MSFP
POM

Mark Sheptoff Financial Planning’s PEPCO HOLDINGS, INC. POM Stock Holding History

Mark Sheptoff Financial Planning’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
-4,000
Closed -$104K – 422
2015
Q4 		$104K Hold
4,000
– – 0.08% 133
2015
Q3 		$97K Hold
4,000
– – 0.09% 136
2015
Q2 		$108K Buy
4,000
+2,500
+167% +$66.4K 0.09% 140
2015
Q1 		$40K Hold
1,500
– – 0.03% 181
2014
Q4 		$40K Hold
1,500
– – 0.04% 182
2014
Q3 		$40K Hold
1,500
– – 0.04% 182
2014
Q2 		$41K Hold
1,500
– – 0.04% 188
2014
Q1 		$31K Buy
+1,500
New +$29.5K 0.03% 213

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

Mark Sheptoff Financial Planning's POM Position: Q1 2016 in Review

Mark Sheptoff Financial Planning sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 4,000 shares — an estimated $104K sold.

Mark Sheptoff Financial Planning first reported a position in POM in Q1 2014 and held it in 8 quarters. The position peaked at $108K in Q2 2015. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

  • Mark Sheptoff Financial Planning reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 4,000 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $104K.
  • Mark Sheptoff Financial Planning first reported a position in PEPCO HOLDINGS, INC. in Q1 2014 and held it in 8 quarters.
  • Mark Sheptoff Financial Planning's PEPCO HOLDINGS, INC. position peaked at $108K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2016, filed 9 May 2016.