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Bruderman Asset Management’s Consolidated Edison ED Stock Holding History

Bruderman Asset Management’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
Q2 		– Sell
-8,960
Closed -$760K – 230
2019
Q1 		$760K Sell
8,960
-420
-4% -$33.6K 0.17% 81
2018
Q4 		$717K Buy
9,380
+8,480
+942% +$663K 0.18% 75
2018
Q3 		$69K Hold
900
– – 0.02% 171
2018
Q2 		$70K Sell
900
-762
-46% -$58.2K 0.02% 182
2018
Q1 		$130K Buy
+1,662
New +$129K 0.03% 146
2017
Q3 		– Sell
-17,146
Closed -$1.39M – 179
2017
Q2 		$1.39M Sell
17,146
-440
-3% -$35.6K 0.37% 57
2017
Q1 		$1.37M Buy
17,586
+759
+5% +$57.1K 0.39% 55
2016
Q4 		$1.24M Sell
16,827
-675
-4% -$48.8K 0.37% 58
2016
Q3 		$1.32M Buy
17,502
+874
+5% +$67.9K 0.39% 57
2016
Q2 		$1.34M Sell
16,628
-482
-3% -$36.2K 0.42% 51
2016
Q1 		$1.31M Sell
17,110
-41,038
-71% -$2.91M 0.46% 51
2015
Q4 		$3.74M Sell
58,148
-28,380
-33% -$1.82M 1.41% 23
2015
Q3 		$5.78M Sell
86,528
-25,737
-23% -$1.63M 2.28% 14
2015
Q2 		$6.5M Sell
112,265
-3,629
-3% -$219K 2.49% 13
2015
Q1 		$7.07M Buy
+115,894
New +$7.53M 2.76% 11

Other funds holding ED

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bruderman Asset Management's ED Position: Q2 2019 in Review

Bruderman Asset Management sold out of Consolidated Edison (ED) in Q2 2019, closing a stake of 8,960 shares — an estimated $760K sold.

Bruderman Asset Management first reported a position in ED in Q1 2015 and held it in 15 quarters. The position peaked at $7.07M in Q1 2015. 925 funds tracked by Wall St. Rank hold ED as of Q2 2019.

  • Bruderman Asset Management reported no remaining Consolidated Edison position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 8,960 Consolidated Edison shares in Q2 2019, an estimated $760K.
  • Bruderman Asset Management first reported a position in Consolidated Edison in Q1 2015 and held it in 15 quarters.
  • Bruderman Asset Management's Consolidated Edison position peaked at $7.07M in Q1 2015.
  • 925 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.