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JOYN Advisors’s Consolidated Edison ED Stock Holding History

JOYN 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
2019
Q1 		– Sell
-2,069
Closed -$158K – 474
2018
Q4 		$158K Buy
2,069
+186
+10% +$14.5K 0.04% 138
2018
Q3 		$143K Buy
1,883
+35
+2% +$2.76K 0.03% 170
2018
Q2 		$144K Buy
1,848
+802
+77% +$61.3K 0.03% 169
2018
Q1 		$82K Buy
+1,046
New +$81.3K 0.02% 340

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

JOYN Advisors's ED Position: Q1 2019 in Review

JOYN Advisors sold out of Consolidated Edison (ED) in Q1 2019, closing a stake of 2,069 shares — an estimated $158K sold.

JOYN Advisors first reported a position in ED in Q1 2018 and held it in 4 quarters. The position peaked at $158K in Q4 2018. 943 funds tracked by Wall St. Rank hold ED as of Q1 2019.

  • JOYN Advisors reported no remaining Consolidated Edison position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 2,069 Consolidated Edison shares in Q1 2019, an estimated $158K.
  • JOYN Advisors first reported a position in Consolidated Edison in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Consolidated Edison position peaked at $158K in Q4 2018.
  • 943 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.