EWM
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Edge Wealth Management’s Consolidated Edison ED Stock Holding History

Edge 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
2016
Q3 		– Sell
-8
Closed -$1K – 498
2016
Q2 		$1K Hold
8
– – ﹤0.01% 425
2016
Q1 		$1K Hold
8
– – ﹤0.01% 402
2015
Q4 		$1K Hold
8
– – ﹤0.01% 417
2015
Q3 		$1K Hold
8
– – ﹤0.01% 418
2015
Q2 		$0 Hold
8
– – ﹤0.01% 433
2015
Q1 		$1K Buy
+8
New +$520 ﹤0.01% 407

Other funds holding ED

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Edge Wealth Management's ED Position: Q3 2016 in Review

Edge Wealth Management sold out of Consolidated Edison (ED) in Q3 2016, closing a stake of 8 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in ED in Q1 2015 and held it in 6 quarters. The position peaked at $1K in Q2 2016. 776 funds tracked by Wall St. Rank hold ED as of Q3 2016.

  • Edge Wealth Management reported no remaining Consolidated Edison position as of Q3 2016 after selling out during the quarter.
  • Edge Wealth Management sold 8 Consolidated Edison shares in Q3 2016, an estimated $1K.
  • Edge Wealth Management first reported a position in Consolidated Edison in Q1 2015 and held it in 6 quarters.
  • Edge Wealth Management's Consolidated Edison position peaked at $1K in Q2 2016.
  • 776 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2016.

Based on Edge Wealth Management's 13F filing for Q3 2016, filed 13 Oct 2016.