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Concert Wealth Management’s Consolidated Edison ED Stock Holding History

Concert Wealth 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
2017
Q3 		– Sell
-13,830
Closed -$1.12M – 57
2017
Q2 		$1.12M Sell
13,830
-2,580
-16% -$209K 1.09% 23
2017
Q1 		$1.21M Hold
16,410
– – 0.27% 107
2016
Q4 		$1.21M Sell
16,410
-1,911
-10% -$138K 0.27% 108
2016
Q3 		$1.38M Hold
18,321
– – 0.17% 154
2016
Q2 		$1.47M Buy
18,321
+1,114
+6% +$83.7K 0.2% 135
2016
Q1 		$1.32M Sell
17,207
-1,088
-6% -$77.2K 0.18% 147
2015
Q4 		$1.18M Buy
18,295
+2,002
+12% +$129K 0.16% 158
2015
Q3 		$1.09M Sell
16,293
-939
-5% -$59.4K 0.15% 173
2015
Q2 		$996K Buy
17,232
+72
+0.4% +$4.34K 0.13% 205
2015
Q1 		$49K Buy
17,160
+11
+0.1% +$714 0.01% 445
2014
Q4 		$1.13M Buy
17,149
+1,455
+9% +$91.3K 0.17% 150
2014
Q3 		$889K Sell
15,694
-94
-0.6% -$5.34K 0.12% 149
2014
Q2 		$908K Buy
15,788
+822
+5% +$45.9K 0.11% 154
2014
Q1 		$795K Buy
14,966
+6
+0% +$325 0.1% 180
2013
Q4 		$828K Buy
14,960
+230
+2% +$12.9K 0.11% 166
2013
Q3 		$818K Buy
14,730
+8,851
+151% +$510K 0.12% 159
2013
Q2 		$343K Buy
+5,879
New +$353K 0.05% 304

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Concert Wealth Management's ED Position: Q3 2017 in Review

Concert Wealth Management sold out of Consolidated Edison (ED) in Q3 2017, closing a stake of 13,830 shares — an estimated $1.12M sold.

Concert Wealth Management first reported a position in ED in Q2 2013 and held it in 17 quarters. The position peaked at $1.47M in Q2 2016. 818 funds tracked by Wall St. Rank hold ED as of Q3 2017.

  • Concert Wealth Management reported no remaining Consolidated Edison position as of Q3 2017 after selling out during the quarter.
  • Concert Wealth Management sold 13,830 Consolidated Edison shares in Q3 2017, an estimated $1.12M.
  • Concert Wealth Management first reported a position in Consolidated Edison in Q2 2013 and held it in 17 quarters.
  • Concert Wealth Management's Consolidated Edison position peaked at $1.47M in Q2 2016.
  • 818 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2017.

Based on Concert Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.