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Hefty Wealth Partners’s Consolidated Edison ED Stock Holding History

Hefty Wealth Partners’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
2017
Q1 		– Sell
-24
Closed -$1K – 249
2016
Q4 		$1K Hold
24
– – ﹤0.01% 230
2016
Q3 		$1K Sell
24
-251
-91% -$19.5K ﹤0.01% 232
2016
Q2 		$22K Hold
275
– – 0.02% 125
2016
Q1 		$21K Buy
+275
New +$19.5K 0.02% 128

Other funds holding ED

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Vanguard Group
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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Hefty Wealth Partners's ED Position: Q1 2017 in Review

Hefty Wealth Partners sold out of Consolidated Edison (ED) in Q1 2017, closing a stake of 24 shares — an estimated $1K sold.

Hefty Wealth Partners first reported a position in ED in Q1 2016 and held it in 4 quarters. The position peaked at $22K in Q2 2016. 776 funds tracked by Wall St. Rank hold ED as of Q1 2017.

  • Hefty Wealth Partners reported no remaining Consolidated Edison position as of Q1 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 24 Consolidated Edison shares in Q1 2017, an estimated $1K.
  • Hefty Wealth Partners first reported a position in Consolidated Edison in Q1 2016 and held it in 4 quarters.
  • Hefty Wealth Partners's Consolidated Edison position peaked at $22K in Q2 2016.
  • 776 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2017.

Based on Hefty Wealth Partners's 13F filing for Q1 2017, filed 6 Apr 2017.