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Dynasty Wealth Management’s Consolidated Edison ED Stock Holding History

Dynasty 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
2018
Q4 		– Sell
-3,237
Closed -$247K – 29
2018
Q3 		$247K Buy
3,237
+610
+23% +$48.1K 0.32% 91
2018
Q2 		$205K Sell
2,627
-30
-1% -$2.29K 0.42% 63
2018
Q1 		$207K Hold
2,657
– – 0.09% 62
2017
Q4 		$226K Buy
+2,657
New +$228K 0.39% 81

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Dynasty Wealth Management's ED Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Consolidated Edison (ED) in Q4 2018, closing a stake of 3,237 shares — an estimated $247K sold.

Dynasty Wealth Management first reported a position in ED in Q4 2017 and held it in 4 quarters. The position peaked at $247K in Q3 2018. 911 funds tracked by Wall St. Rank hold ED as of Q4 2018.

  • Dynasty Wealth Management reported no remaining Consolidated Edison position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 3,237 Consolidated Edison shares in Q4 2018, an estimated $247K.
  • Dynasty Wealth Management first reported a position in Consolidated Edison in Q4 2017 and held it in 4 quarters.
  • Dynasty Wealth Management's Consolidated Edison position peaked at $247K in Q3 2018.
  • 911 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.