PMFA
POM

Plante Moran Financial Advisors’s PEPCO HOLDINGS, INC. POM Stock Holding History

Plante Moran Financial 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
-222
Closed -$6K – 1168
2015
Q4 		$6K Hold
222
– – ﹤0.01% 708
2015
Q3 		$5K Hold
222
– – ﹤0.01% 601
2015
Q2 		$6K Hold
222
– – ﹤0.01% 615
2015
Q1 		$6K Hold
222
– – ﹤0.01% 601
2014
Q4 		$6K Hold
222
– – ﹤0.01% 648
2014
Q3 		$6K Sell
222
-194
-47% -$5.29K 0.01% 666
2014
Q2 		$11K Buy
+416
New +$10.6K 0.01% 526

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 $20.6B AUM 34.61% 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 $178B AUM 37.23% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
KT
Kanaly Trust Houston, Texas $471M AUM 15.12% 1-Year Est. Return

Plante Moran Financial Advisors's POM Position: Q1 2016 in Review

Plante Moran Financial Advisors sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 222 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in POM in Q2 2014 and held it in 7 quarters. The position peaked at $11K in Q2 2014. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

  • Plante Moran Financial Advisors reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 222 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in PEPCO HOLDINGS, INC. in Q2 2014 and held it in 7 quarters.
  • Plante Moran Financial Advisors's PEPCO HOLDINGS, INC. position peaked at $11K in Q2 2014.
  • 6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2016, filed 26 Apr 2016.