RWA
POM

Ropes Wealth Advisors’s PEPCO HOLDINGS, INC. POM Stock Holding History

Ropes Wealth 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
-5,629
Closed -$146K – 561
2015
Q4 		$146K Sell
5,629
-16
-0.3% -$419 0.06% 172
2015
Q3 		$137K Buy
5,645
+25
+0.4% +$636 0.07% 159
2015
Q2 		$151K Hold
5,620
– – 0.08% 140
2015
Q1 		$151K Buy
+5,620
New +$153K 0.08% 143

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

Ropes Wealth Advisors's POM Position: Q1 2016 in Review

Ropes Wealth Advisors sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 5,629 shares — an estimated $146K sold.

Ropes Wealth Advisors first reported a position in POM in Q1 2015 and held it in 4 quarters. The position peaked at $151K in Q2 2015. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

  • Ropes Wealth Advisors reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
  • Ropes Wealth Advisors sold 5,629 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $146K.
  • Ropes Wealth Advisors first reported a position in PEPCO HOLDINGS, INC. in Q1 2015 and held it in 4 quarters.
  • Ropes Wealth Advisors's PEPCO HOLDINGS, INC. position peaked at $151K in Q2 2015.
  • 6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

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