Beacon Pointe Wealth Advisors’s Consolidated Edison ED Stock Holding History

Beacon Pointe Wealth Advisors’s Portfolio ED Stock Details ED Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-5,236	Closed	-$496K	–	275
2019 Q3	$496K	Buy	5,236 +797	+18%	+$70.8K	0.1%	158
2019 Q2	$390K	Sell	4,439 -980	-18%	-$84.4K	0.08%	186
2019 Q1	$459K	Sell	5,419 -235	-4%	-$18.8K	0.1%	162
2018 Q4	$433K	Buy	+5,654	New	+$442K	0.16%	137

Other funds holding ED

BlackRock New York $5.72T AUM 30.48% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Beacon Pointe Wealth Advisors's ED Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors sold out of Consolidated Edison (ED) in Q4 2019, closing a stake of 5,236 shares — an estimated $496K sold.

Beacon Pointe Wealth Advisors first reported a position in ED in Q4 2018 and held it in 4 quarters. The position peaked at $496K in Q3 2019. 978 funds tracked by Wall St. Rank hold ED as of Q4 2019.

Beacon Pointe Wealth Advisors reported no remaining Consolidated Edison position as of Q4 2019 after selling out during the quarter.
Beacon Pointe Wealth Advisors sold 5,236 Consolidated Edison shares in Q4 2019, an estimated $496K.
Beacon Pointe Wealth Advisors first reported a position in Consolidated Edison in Q4 2018 and held it in 4 quarters.
Beacon Pointe Wealth Advisors's Consolidated Edison position peaked at $496K in Q3 2019.
978 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.