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

Next Financial Group’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	-1,225	Closed	-$31K	–	2018
2015 Q4	$31K	Hold	1,225	–	–	0.01%	790
2015 Q3	$29K	Hold	1,225	–	–	0.01%	831
2015 Q2	$33K	Sell	1,225 -650	-35%	-$17.3K	0.01%	821
2015 Q1	$50K	Hold	1,875	–	–	0.02%	660
2014 Q4	$50K	Sell	1,875 -125	-6%	-$3.39K	0.02%	655
2014 Q3	$54K	Buy	+2,000	New	+$54.5K	0.01%	906

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Kanaly Trust Houston, Texas $471M AUM 15.12% 1-Year Est. Return

Next Financial Group's POM Position: Q1 2016 in Review

Next Financial Group sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 1,225 shares — an estimated $31K sold.

Next Financial Group first reported a position in POM in Q3 2014 and held it in 6 quarters. The position peaked at $54K in Q3 2014. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

Next Financial Group reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
Next Financial Group sold 1,225 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $31K.
Next Financial Group first reported a position in PEPCO HOLDINGS, INC. in Q3 2014 and held it in 6 quarters.
Next Financial Group's PEPCO HOLDINGS, INC. position peaked at $54K in Q3 2014.
6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on Next Financial Group's 13F filing for Q1 2016, filed 20 Apr 2016.