RIG
POM

Roosevelt Investment Group’s PEPCO HOLDINGS, INC. POM Stock Holding History

Roosevelt Investment 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
-8,488
Closed -$221K – 238
2015
Q4 		$221K Hold
8,488
– – 0.01% 204
2015
Q3 		$206K Hold
8,488
– – 0.01% 213
2015
Q2 		$229K Hold
8,488
– – 0.01% 216
2015
Q1 		$228K Hold
8,488
– – 0.01% 218
2014
Q4 		$229K Hold
8,488
– – 0.01% 222
2014
Q3 		$227K Hold
8,488
– – 0.01% 218
2014
Q2 		$233K Buy
+8,488
New +$216K 0.01% 211

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

Roosevelt Investment Group's POM Position: Q1 2016 in Review

Roosevelt Investment Group sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 8,488 shares — an estimated $221K sold.

Roosevelt Investment Group first reported a position in POM in Q2 2014 and held it in 7 quarters. The position peaked at $233K in Q2 2014. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

  • Roosevelt Investment Group reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
  • Roosevelt Investment Group sold 8,488 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $221K.
  • Roosevelt Investment Group first reported a position in PEPCO HOLDINGS, INC. in Q2 2014 and held it in 7 quarters.
  • Roosevelt Investment Group's PEPCO HOLDINGS, INC. position peaked at $233K in Q2 2014.
  • 6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on Roosevelt Investment Group's 13F filing for Q1 2016, filed 13 May 2016.