Security National Trust’s PEPCO HOLDINGS, INC. POM Stock Holding History

Security National Trust’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	-212	Closed	-$6K	–	506
2015 Q4	$6K	Hold	212	–	–	﹤0.01%	408
2015 Q3	$5K	Sell	212 -178	-46%	-$4.53K	﹤0.01%	426
2015 Q2	$11K	Hold	390	–	–	﹤0.01%	386
2015 Q1	$10K	Hold	390	–	–	﹤0.01%	409
2014 Q4	$11K	Hold	390	–	–	﹤0.01%	407
2014 Q3	$10K	Hold	390	–	–	﹤0.01%	419
2014 Q2	$11K	Hold	390	–	–	﹤0.01%	414
2014 Q1	$8K	Hold	390	–	–	﹤0.01%	434
2013 Q4	$7K	Buy	390 +178	+84%	+$3.38K	﹤0.01%	447
2013 Q3	$4K	Hold	212	–	–	﹤0.01%	461
2013 Q2	$4K	Buy	+212	New	+$4.52K	﹤0.01%	450

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Kanaly Trust Houston, Texas $471M AUM 15.12% 1-Year Est. Return

Security National Trust's POM Position: Q1 2016 in Review

Security National Trust sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 212 shares — an estimated $6K sold.

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

Security National Trust reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
Security National Trust sold 212 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $6K.
Security National Trust first reported a position in PEPCO HOLDINGS, INC. in Q2 2013 and held it in 11 quarters.
Security National Trust's PEPCO HOLDINGS, INC. position peaked at $11K in Q2 2015.
6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on Security National Trust's 13F filing for Q1 2016, filed 27 Apr 2016.