Advocacy Wealth Management Services’s Consolidated Edison ED Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-600
Closed -$46K 147
2018
Q4
$46K Hold
600
0.03% 40
2018
Q3
$46K Hold
600
0.03% 44
2018
Q2
$47K Hold
600
0.03% 41
2018
Q1
$47K Hold
600
0.03% 40
2017
Q4
$51K Sell
600
-325
-35% -$27.9K 0.04% 47
2017
Q3
$75K Hold
925
0.03% 51
2017
Q2
$75K Hold
925
0.03% 59
2017
Q1
$72K Hold
925
0.03% 60
2016
Q4
$68K Hold
925
0.02% 59
2016
Q3
$70K Hold
925
0.03% 93
2016
Q2
$74K Sell
925
-100
-10% -$7.51K 0.04% 118
2016
Q1
$79K Hold
1,025
0.05% 146
2015
Q4
$66K Buy
+1,025
New +$65.9K 0.07% 144
2013
Q3
$6K Hold
100
0.02% 240
2013
Q2
$6K Buy
+100
New +$6K 0.02% 200

Other funds holding ED

Advocacy Wealth Management Services's ED Position: Q1 2019 in Review

Advocacy Wealth Management Services sold out of Consolidated Edison (ED) in Q1 2019, closing a stake of 600 shares — an estimated $46K sold.

Advocacy Wealth Management Services first reported a position in ED in Q2 2013 and held it in 15 quarters. The position peaked at $79K in Q1 2016. 943 funds tracked by Wall St. Rank hold ED as of Q1 2019.

  • Advocacy Wealth Management Services reported no remaining Consolidated Edison position as of Q1 2019 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 600 Consolidated Edison shares in Q1 2019, an estimated $46K.
  • Advocacy Wealth Management Services first reported a position in Consolidated Edison in Q2 2013 and held it in 15 quarters.
  • Advocacy Wealth Management Services's Consolidated Edison position peaked at $79K in Q1 2016.
  • 943 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2019, filed 2 Apr 2019.