Clear Perspective Advisors’s Consolidated Edison ED Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-600	Closed	-$47K	–	220
2018 Q2	$47K	Hold	600	–	–	0.03%	257
2018 Q1	$47K	Hold	600	–	–	0.04%	246
2017 Q4	$51K	Sell	600 -13	-2%	-$1.12K	0.04%	231
2017 Q3	$49K	Buy	613 +13	+2%	+$1.08K	0.04%	234
2017 Q2	$48K	Sell	600 -200	-25%	-$16.2K	0.04%	219
2017 Q1	$62K	Hold	800	–	–	0.04%	198
2016 Q4	$59K	Buy	+800	New	+$57.8K	0.04%	192

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Clear Perspective Advisors's ED Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Consolidated Edison (ED) in Q3 2018, closing a stake of 600 shares — an estimated $47K sold.

Clear Perspective Advisors first reported a position in ED in Q4 2016 and held it in 7 quarters. The position peaked at $62K in Q1 2017. 838 funds tracked by Wall St. Rank hold ED as of Q3 2018.

Clear Perspective Advisors reported no remaining Consolidated Edison position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 600 Consolidated Edison shares in Q3 2018, an estimated $47K.
Clear Perspective Advisors first reported a position in Consolidated Edison in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Consolidated Edison position peaked at $62K in Q1 2017.
838 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.