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POM

Wealthfront’s PEPCO HOLDINGS, INC. POM Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-4,275
Closed -$104K – 1413
2015
Q3 		$104K Buy
4,275
+1,580
+59% +$40.2K ﹤0.01% 403
2015
Q2 		$73K Buy
2,695
+363
+16% +$9.64K ﹤0.01% 458
2015
Q1 		$63K Buy
2,332
+482
+26% +$13.1K ﹤0.01% 462
2014
Q4 		$50K Buy
1,850
+251
+16% +$6.81K ﹤0.01% 482
2014
Q3 		$43K Buy
1,599
+448
+39% +$12.2K ﹤0.01% 435
2014
Q2 		$32K Buy
1,151
+308
+37% +$7.85K ﹤0.01% 439
2014
Q1 		$17K Buy
+843
New +$16.6K ﹤0.01% 462

Other funds holding POM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Wealthfront's POM Position: Q4 2015 in Review

Wealthfront sold out of PEPCO HOLDINGS, INC. (POM) in Q4 2015, closing a stake of 4,275 shares — an estimated $104K sold.

Wealthfront first reported a position in POM in Q1 2014 and held it in 7 quarters. The position peaked at $104K in Q3 2015. 382 funds tracked by Wall St. Rank hold POM as of Q4 2015.

  • Wealthfront reported no remaining PEPCO HOLDINGS, INC. position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 4,275 PEPCO HOLDINGS, INC. shares in Q4 2015, an estimated $104K.
  • Wealthfront first reported a position in PEPCO HOLDINGS, INC. in Q1 2014 and held it in 7 quarters.
  • Wealthfront's PEPCO HOLDINGS, INC. position peaked at $104K in Q3 2015.
  • 382 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.