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Intercontinental Wealth Advisors’s Consolidated Edison ED Stock Holding History

Intercontinental 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
2020
Q1 		– Sell
-297
Closed -$28K – 201
2019
Q4 		$28K Hold
297
– – 0.02% 213
2019
Q3 		$28K Hold
297
– – 0.02% 255
2019
Q2 		$26K Hold
297
– – 0.01% 254
2019
Q1 		$25K Hold
297
– – 0.01% 281
2018
Q4 		$23K Buy
+297
New +$23.2K 0.01% 291

Other funds holding ED

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Intercontinental Wealth Advisors's ED Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Consolidated Edison (ED) in Q1 2020, closing a stake of 297 shares — an estimated $28K sold.

Intercontinental Wealth Advisors first reported a position in ED in Q4 2018 and held it in 5 quarters. The position peaked at $28K in Q4 2019. 922 funds tracked by Wall St. Rank hold ED as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Consolidated Edison position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 297 Consolidated Edison shares in Q1 2020, an estimated $28K.
  • Intercontinental Wealth Advisors first reported a position in Consolidated Edison in Q4 2018 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's Consolidated Edison position peaked at $28K in Q4 2019.
  • 922 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.