RFA
POM

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

Reilly 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
-3,209
Closed -$83K – 1365
2015
Q4 		$83K Sell
3,209
-4,274
-57% -$112K 0.01% 302
2015
Q3 		$181K Hold
7,483
– – 0.03% 184
2015
Q2 		$202K Hold
7,483
– – 0.03% 186
2015
Q1 		$201K Hold
7,483
– – 0.04% 175
2014
Q4 		$202K Buy
7,483
+4,274
+133% +$116K 0.05% 133
2014
Q3 		$86K Hold
3,209
– – 0.02% 199
2014
Q2 		$88K Hold
3,209
– – 0.02% 195
2014
Q1 		$66K Sell
3,209
-717
-18% -$14.1K 0.02% 234
2013
Q4 		$75K Sell
3,926
-800
-17% -$15.2K 0.02% 200
2013
Q3 		$87K Buy
4,726
+800
+20% +$15.6K 0.02% 153
2013
Q2 		$77K Buy
+3,926
New +$83.7K 0.02% 156

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

Reilly Financial Advisors's POM Position: Q1 2016 in Review

Reilly Financial Advisors sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 3,209 shares — an estimated $83K sold.

Reilly Financial Advisors first reported a position in POM in Q2 2013 and held it in 11 quarters. The position peaked at $202K in Q2 2015. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

  • Reilly Financial Advisors reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
  • Reilly Financial Advisors sold 3,209 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $83K.
  • Reilly Financial Advisors first reported a position in PEPCO HOLDINGS, INC. in Q2 2013 and held it in 11 quarters.
  • Reilly Financial Advisors's PEPCO HOLDINGS, INC. position peaked at $202K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

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