Fusion Family Wealth’s Consolidated Edison ED Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-335	Closed	-$26K	–	178
2018 Q4	$26K	Hold	335	–	–	0.01%	142
2018 Q3	$26K	Hold	335	–	–	0.01%	154
2018 Q2	$26K	Hold	335	–	–	0.01%	167
2018 Q1	$26K	Hold	335	–	–	0.01%	157
2017 Q4	$28K	Hold	335	–	–	0.01%	169
2017 Q3	$27K	Buy	+335	New	+$27.7K	0.01%	120

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Fusion Family Wealth's ED Position: Q1 2019 in Review

Fusion Family Wealth sold out of Consolidated Edison (ED) in Q1 2019, closing a stake of 335 shares — an estimated $26K sold.

Fusion Family Wealth first reported a position in ED in Q3 2017 and held it in 6 quarters. The position peaked at $28K in Q4 2017. 943 funds tracked by Wall St. Rank hold ED as of Q1 2019.

Fusion Family Wealth reported no remaining Consolidated Edison position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 335 Consolidated Edison shares in Q1 2019, an estimated $26K.
Fusion Family Wealth first reported a position in Consolidated Edison in Q3 2017 and held it in 6 quarters.
Fusion Family Wealth's Consolidated Edison position peaked at $28K in Q4 2017.
943 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.