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Elite Wealth Management’s Consolidated Edison ED Stock Holding History

Elite 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
2014
Q1 		– Sell
-100
Closed -$6K – 421
2013
Q4 		$6K Sell
100
-25
-20% -$1.41K ﹤0.01% 420
2013
Q3 		$7K Buy
+125
New +$7.2K 0.01% 321

Other funds holding ED

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Elite Wealth Management's ED Position: Q1 2014 in Review

Elite Wealth Management sold out of Consolidated Edison (ED) in Q1 2014, closing a stake of 100 shares — an estimated $6K sold.

Elite Wealth Management first reported a position in ED in Q3 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 636 funds tracked by Wall St. Rank hold ED as of Q1 2014.

  • Elite Wealth Management reported no remaining Consolidated Edison position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 100 Consolidated Edison shares in Q1 2014, an estimated $6K.
  • Elite Wealth Management first reported a position in Consolidated Edison in Q3 2013 and held it in 2 quarters.
  • Elite Wealth Management's Consolidated Edison position peaked at $7K in Q3 2013.
  • 636 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.