IBEX Wealth Advisors’s Consolidated Edison ED Stock Holding History

IBEX Wealth Advisors’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	-57	Closed	-$4K	–	153
2016 Q4	$4K	Sell	57 -29,713	-100%	-$2.15M	﹤0.01%	387
2016 Q3	$2.24M	Buy	+29,770	New	+$2.31M	1.23%	28

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

IBEX Wealth Advisors's ED Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Consolidated Edison (ED) in Q1 2017, closing a stake of 57 shares — an estimated $4K sold.

IBEX Wealth Advisors first reported a position in ED in Q3 2016 and held it in 2 quarters. The position peaked at $2.24M in Q3 2016. 776 funds tracked by Wall St. Rank hold ED as of Q1 2017.

IBEX Wealth Advisors reported no remaining Consolidated Edison position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 57 Consolidated Edison shares in Q1 2017, an estimated $4K.
IBEX Wealth Advisors first reported a position in Consolidated Edison in Q3 2016 and held it in 2 quarters.
IBEX Wealth Advisors's Consolidated Edison position peaked at $2.24M in Q3 2016.
776 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.