OIA
POM

Optimum Investment Advisors’s PEPCO HOLDINGS, INC. POM Stock Holding History

Optimum Investment 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
2016
Q1 		– Sell
-15,622
Closed -$406K – 295
2015
Q4 		$406K Buy
15,622
+122
+0.8% +$3.2K 0.16% 181
2015
Q3 		$375K Buy
+15,500
New +$394K 0.15% 176
2015
Q1 		$424K Buy
15,793
+293
+2% +$7.95K 0.13% 176
2014
Q4 		$417K Hold
15,500
– – 0.13% 170
2014
Q3 		$415K Hold
15,500
– – 0.14% 162
2014
Q2 		$426K Sell
15,500
-3,000
-16% -$76.4K 0.14% 167
2014
Q1 		$379K Sell
18,500
-400
-2% -$7.87K 0.14% 156
2013
Q4 		$362K Buy
18,900
+700
+4% +$13.3K 0.14% 158
2013
Q3 		$336K Buy
+18,200
New +$354K 0.14% 159

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

Optimum Investment Advisors's POM Position: Q1 2016 in Review

Optimum Investment Advisors sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 15,622 shares — an estimated $406K sold.

Optimum Investment Advisors first reported a position in POM in Q3 2013 and held it in 9 quarters. The position peaked at $426K in Q2 2014. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

  • Optimum Investment Advisors reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
  • Optimum Investment Advisors sold 15,622 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $406K.
  • Optimum Investment Advisors first reported a position in PEPCO HOLDINGS, INC. in Q3 2013 and held it in 9 quarters.
  • Optimum Investment Advisors's PEPCO HOLDINGS, INC. position peaked at $426K in Q2 2014.
  • 6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on Optimum Investment Advisors's 13F filing for Q1 2016, filed 12 May 2016.