Gary Goldberg Planning Services’s Consolidated Edison ED Stock Holding History

Gary Goldberg Planning Services’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 Q4	$8M	Buy	121,156 +13,002	+12%	+$815K	3.36%	10
2014 Q3	$6.13M	Buy	108,154 +35,371	+49%	+$2.01M	2.55%	12
2014 Q2	$4.2M	Buy	72,783 +30,864	+74%	+$1.72M	1.85%	18
2014 Q1	$2.25M	Buy	41,919 +6,152	+17%	+$334K	1.1%	25
2013 Q4	$1.98M	Buy	35,767 +879	+3%	+$49.4K	1.15%	25
2013 Q3	$1.92M	Buy	34,888 +30,530	+701%	+$1.76M	1.17%	23
2013 Q2	$254K	Buy	+4,358	New	+$262K	0.16%	72

Other funds holding ED

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

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

Gary Goldberg Planning Services's ED Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Consolidated Edison (ED) stake by 12% in Q4 2014, buying an estimated $815K and bringing the position to 121,156 shares worth $8M. The position accounts for 3.36% of the portfolio, ranked #10.

Gary Goldberg Planning Services first reported a position in ED in Q2 2013 and has held it in 7 quarters since. 695 funds tracked by Wall St. Rank hold ED as of Q4 2014.

Gary Goldberg Planning Services held 121,156 shares of Consolidated Edison worth $8M as of Q4 2014.
Gary Goldberg Planning Services bought 13,002 Consolidated Edison shares in Q4 2014, an estimated $815K.
Consolidated Edison made up 3.36% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #10 holding.
Gary Goldberg Planning Services first reported a position in Consolidated Edison in Q2 2013 and has held it in 7 quarters since.
695 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.