RIA
POM

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

Regal 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
2014
Q4 		– Sell
-69
Closed -$2K – 1086
2014
Q3 		$2K Hold
69
– – ﹤0.01% 905
2014
Q2 		$2K Buy
+69
New +$1.76K ﹤0.01% 866
2014
Q1 		– Sell
-750
Closed -$14K – 993
2013
Q4 		$14K Buy
+750
New +$14.2K 0.01% 537

Other funds holding POM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Regal Investment Advisors's POM Position: Q4 2014 in Review

Regal Investment Advisors sold out of PEPCO HOLDINGS, INC. (POM) in Q4 2014, closing a stake of 69 shares — an estimated $2K sold.

Regal Investment Advisors first reported a position in POM in Q4 2013 and held it in 3 quarters. The position peaked at $14K in Q4 2013. 377 funds tracked by Wall St. Rank hold POM as of Q4 2014.

  • Regal Investment Advisors reported no remaining PEPCO HOLDINGS, INC. position as of Q4 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 69 PEPCO HOLDINGS, INC. shares in Q4 2014, an estimated $2K.
  • Regal Investment Advisors first reported a position in PEPCO HOLDINGS, INC. in Q4 2013 and held it in 3 quarters.
  • Regal Investment Advisors's PEPCO HOLDINGS, INC. position peaked at $14K in Q4 2013.
  • 377 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q4 2014.

Based on Regal Investment Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.