First Heartland Consultants’s Consolidated Edison ED Stock Holding History

First Heartland Consultants’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
2021 Q2	–	Sell	-2,729	Closed	-$204K	–	394
2021 Q1	$204K	Buy	+2,729	New	+$192K	0.03%	372
2014 Q3	–	Sell	-4,980	Closed	-$288K	–	255
2014 Q2	$288K	Buy	4,980 +341	+7%	+$19K	0.13%	179
2014 Q1	$249K	Sell	4,639 -1,763	-28%	-$95.6K	0.12%	198
2013 Q4	$354K	Sell	6,402 -1,505	-19%	-$84.7K	0.2%	129
2013 Q3	$436K	Buy	7,907 +767	+11%	+$44.2K	0.26%	117
2013 Q2	$416K	Buy	+7,140	New	+$429K	0.24%	116

Other funds holding ED

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

First Heartland Consultants's ED Position: Q2 2021 in Review

First Heartland Consultants sold out of Consolidated Edison (ED) in Q2 2021, closing a stake of 2,729 shares — an estimated $204K sold.

First Heartland Consultants first reported a position in ED in Q2 2013 and held it in 6 quarters. The position peaked at $436K in Q3 2013. 964 funds tracked by Wall St. Rank hold ED as of Q2 2021.

First Heartland Consultants reported no remaining Consolidated Edison position as of Q2 2021 after selling out during the quarter.
First Heartland Consultants sold 2,729 Consolidated Edison shares in Q2 2021, an estimated $204K.
First Heartland Consultants first reported a position in Consolidated Edison in Q2 2013 and held it in 6 quarters.
First Heartland Consultants's Consolidated Edison position peaked at $436K in Q3 2013.
964 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2021.

Based on First Heartland Consultants's 13F filing for Q2 2021, filed 16 Aug 2021.