SFPIA
POM

Stevens First Principles Investment Advisors’s PEPCO HOLDINGS, INC. POM Stock Holding History

Stevens First Principles 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
2016
Q1 		– Sell
-76,135
Closed -$1.98M – 212
2015
Q4 		$1.98M Sell
76,135
-455
-0.6% -$11.9K 1.68% 24
2015
Q3 		$1.85M Sell
76,590
-808
-1% -$20.6K 1.48% 27
2015
Q2 		$2.08M Sell
77,398
-1,125
-1% -$29.9K 1.35% 29
2015
Q1 		$2.11M Sell
78,523
-1,135
-1% -$30.8K 1.36% 28
2014
Q4 		$2.15M Sell
79,658
-2,020
-2% -$54.8K 1.41% 28
2014
Q3 		$2.19M Sell
81,678
-1,872
-2% -$51K 1.22% 30
2014
Q2 		$2.3M Sell
83,550
-865
-1% -$22K 1.26% 30
2014
Q1 		$1.73M Sell
84,415
-900
-1% -$17.7K 1.12% 32
2013
Q4 		$1.63M Sell
85,315
-225
-0.3% -$4.27K 0.97% 39
2013
Q3 		$1.58M Sell
85,540
-275
-0.3% -$5.35K 0.94% 40
2013
Q2 		$1.73M Buy
+85,815
New +$1.83M 1.22% 31

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

Stevens First Principles Investment Advisors's POM Position: Q1 2016 in Review

Stevens First Principles Investment Advisors sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 76,135 shares — an estimated $1.98M sold.

Stevens First Principles Investment Advisors first reported a position in POM in Q2 2013 and held it in 11 quarters. The position peaked at $2.3M in Q2 2014. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

  • Stevens First Principles Investment Advisors reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 76,135 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $1.98M.
  • Stevens First Principles Investment Advisors first reported a position in PEPCO HOLDINGS, INC. in Q2 2013 and held it in 11 quarters.
  • Stevens First Principles Investment Advisors's PEPCO HOLDINGS, INC. position peaked at $2.3M in Q2 2014.
  • 6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2016, filed 13 May 2016.