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Capital Wealth Planning’s Consolidated Edison ED Stock Holding History

Capital Wealth Planning’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
2020
Q1 		– Sell
-2,259
Closed -$204K – 243
2019
Q4 		$204K Hold
2,259
– – 0.01% 182
2019
Q3 		$213K Buy
+2,259
New +$201K 0.01% 233
2017
Q3 		– Sell
-2,780
Closed -$225K – 164
2017
Q2 		$225K Buy
+2,780
New +$225K 0.04% 93

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Capital Wealth Planning's ED Position: Q1 2020 in Review

Capital Wealth Planning sold out of Consolidated Edison (ED) in Q1 2020, closing a stake of 2,259 shares — an estimated $204K sold.

Capital Wealth Planning first reported a position in ED in Q2 2017 and held it in 3 quarters. The position peaked at $225K in Q2 2017. 922 funds tracked by Wall St. Rank hold ED as of Q1 2020.

  • Capital Wealth Planning reported no remaining Consolidated Edison position as of Q1 2020 after selling out during the quarter.
  • Capital Wealth Planning sold 2,259 Consolidated Edison shares in Q1 2020, an estimated $204K.
  • Capital Wealth Planning first reported a position in Consolidated Edison in Q2 2017 and held it in 3 quarters.
  • Capital Wealth Planning's Consolidated Edison position peaked at $225K in Q2 2017.
  • 922 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2020.

Based on Capital Wealth Planning's 13F filing for Q1 2020, filed 30 Apr 2020.