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Holistic Financial Partners’s Consolidated Edison ED Stock Holding History

Holistic Financial 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
2018
Q2 		– Sell
-100
Closed -$8K – 128
2018
Q1 		$8K Hold
100
– – 0.01% 332
2017
Q4 		$8K Buy
+100
New +$8.59K 0.01% 343

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Invesco
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Northern Trust
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Deutsche Bank
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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
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Holistic Financial Partners's ED Position: Q2 2018 in Review

Holistic Financial Partners sold out of Consolidated Edison (ED) in Q2 2018, closing a stake of 100 shares — an estimated $8K sold.

Holistic Financial Partners first reported a position in ED in Q4 2017 and held it in 2 quarters. The position peaked at $8K in Q1 2018. 856 funds tracked by Wall St. Rank hold ED as of Q2 2018.

  • Holistic Financial Partners reported no remaining Consolidated Edison position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 100 Consolidated Edison shares in Q2 2018, an estimated $8K.
  • Holistic Financial Partners first reported a position in Consolidated Edison in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Consolidated Edison position peaked at $8K in Q1 2018.
  • 856 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.