WFG Advisors’s PEPCO HOLDINGS, INC. POM Stock Holding History

WFG 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
2014 Q2	–	Sell	-233	Closed	-$5K	–	2186
2014 Q1	$5K	Buy	233 +3	+1%	+$59	﹤0.01%	1654
2013 Q4	$4K	Buy	230 +4	+2%	+$76	﹤0.01%	1852
2013 Q3	$4K	Buy	226 +3	+1%	+$58	﹤0.01%	1821
2013 Q2	$4K	Buy	+223	New	+$4.76K	﹤0.01%	1757

Other funds holding POM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WIC

Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

WFG Advisors's POM Position: Q2 2014 in Review

WFG Advisors sold out of PEPCO HOLDINGS, INC. (POM) in Q2 2014, closing a stake of 233 shares — an estimated $5K sold.

WFG Advisors first reported a position in POM in Q2 2013 and held it in 4 quarters. The position peaked at $5K in Q1 2014. 372 funds tracked by Wall St. Rank hold POM as of Q2 2014.

WFG Advisors reported no remaining PEPCO HOLDINGS, INC. position as of Q2 2014 after selling out during the quarter.
WFG Advisors sold 233 PEPCO HOLDINGS, INC. shares in Q2 2014, an estimated $5K.
WFG Advisors first reported a position in PEPCO HOLDINGS, INC. in Q2 2013 and held it in 4 quarters.
WFG Advisors's PEPCO HOLDINGS, INC. position peaked at $5K in Q1 2014.
372 funds tracked by Wall St. Rank held PEPCO HOLDINGS, INC. as of Q2 2014.

Based on WFG Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.