WF
POM

Welch & Forbes’s PEPCO HOLDINGS, INC. POM Stock Holding History

Welch & Forbes’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
-19,800
Closed -$515K – 365
2015
Q4 		$515K Hold
19,800
– – 0.02% 237
2015
Q3 		$480K Hold
19,800
– – 0.02% 246
2015
Q2 		$533K Hold
19,800
– – 0.02% 244
2015
Q1 		$531K Hold
19,800
– – 0.02% 250
2014
Q4 		$533K Hold
19,800
– – 0.02% 251
2014
Q3 		$530K Hold
19,800
– – 0.02% 259
2014
Q2 		$544K Hold
19,800
– – 0.02% 240
2014
Q1 		$406K Hold
19,800
– – 0.01% 270
2013
Q4 		$379K Sell
19,800
-250
-1% -$4.74K 0.01% 264
2013
Q3 		$370K Hold
20,050
– – 0.01% 282
2013
Q2 		$404K Buy
+20,050
New +$428K 0.01% 249

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

Welch & Forbes's POM Position: Q1 2016 in Review

Welch & Forbes sold out of PEPCO HOLDINGS, INC. (POM) in Q1 2016, closing a stake of 19,800 shares — an estimated $515K sold.

Welch & Forbes first reported a position in POM in Q2 2013 and held it in 11 quarters. The position peaked at $544K in Q2 2014. 6 funds tracked by Wall St. Rank hold POM as of Q1 2016.

  • Welch & Forbes reported no remaining PEPCO HOLDINGS, INC. position as of Q1 2016 after selling out during the quarter.
  • Welch & Forbes sold 19,800 PEPCO HOLDINGS, INC. shares in Q1 2016, an estimated $515K.
  • Welch & Forbes first reported a position in PEPCO HOLDINGS, INC. in Q2 2013 and held it in 11 quarters.
  • Welch & Forbes's PEPCO HOLDINGS, INC. position peaked at $544K in Q2 2014.
  • 6 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q1 2016.

Based on Welch & Forbes's 13F filing for Q1 2016, filed 5 May 2016.