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

Executive 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
2019
Q3 		– Sell
-1,234
Closed -$108K – 316
2019
Q2 		$108K Buy
1,234
+164
+15% +$14.1K 0.02% 210
2019
Q1 		$91K Hold
1,070
– – 0.02% 205
2018
Q4 		$82K Buy
+1,070
New +$83.7K 0.01% 223

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Executive Wealth Management's ED Position: Q3 2019 in Review

Executive Wealth Management sold out of Consolidated Edison (ED) in Q3 2019, closing a stake of 1,234 shares — an estimated $108K sold.

Executive Wealth Management first reported a position in ED in Q4 2018 and held it in 3 quarters. The position peaked at $108K in Q2 2019. 938 funds tracked by Wall St. Rank hold ED as of Q3 2019.

  • Executive Wealth Management reported no remaining Consolidated Edison position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 1,234 Consolidated Edison shares in Q3 2019, an estimated $108K.
  • Executive Wealth Management first reported a position in Consolidated Edison in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Consolidated Edison position peaked at $108K in Q2 2019.
  • 938 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.