WAM
POM

Wealthspire Advisors (Maryland)’s PEPCO HOLDINGS, INC. POM Stock Holding History

Wealthspire Advisors (Maryland)’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
-19,021
Closed -$495K – 1993
2015
Q4 		$495K Buy
+19,021
New +$498K 0.09% 153

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

Wealthspire Advisors (Maryland)'s POM Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 19,021 shares — an estimated $495K sold.

Wealthspire Advisors (Maryland) first reported a position in POM in Q4 2015 and held it in 1 quarter. The position peaked at $495K in Q4 2015. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 19,021 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $495K.
  • Wealthspire Advisors (Maryland) first reported a position in PEPCO HOLDINGS, INC. in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s PEPCO HOLDINGS, INC. position peaked at $495K in Q4 2015.
  • 6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.