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Bellwether Investment Group’s Consolidated Edison ED Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-230
Closed -$18K – 222
2017
Q1 		$18K Sell
230
-1,994
-90% -$150K 0.05% 336
2016
Q4 		$164K Buy
+2,224
New +$161K 0.15% 159
2016
Q2 		$157K Buy
+1,958
New +$147K 0.17% 136

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bellwether Investment Group's ED Position: Q2 2017 in Review

Bellwether Investment Group sold out of Consolidated Edison (ED) in Q2 2017, closing a stake of 230 shares — an estimated $18K sold.

Bellwether Investment Group first reported a position in ED in Q2 2016 and held it in 3 quarters. The position peaked at $164K in Q4 2016. 808 funds tracked by Wall St. Rank hold ED as of Q2 2017.

  • Bellwether Investment Group reported no remaining Consolidated Edison position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 230 Consolidated Edison shares in Q2 2017, an estimated $18K.
  • Bellwether Investment Group first reported a position in Consolidated Edison in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Consolidated Edison position peaked at $164K in Q4 2016.
  • 808 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.