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Kore Private Wealth’s Consolidated Edison ED Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-57
Closed -$4K – 494
2020
Q2 		$4K Buy
57
+16
+39% +$1.23K ﹤0.01% 942
2020
Q1 		$3K Sell
41
-653
-94% -$57.3K ﹤0.01% 876
2019
Q4 		$63K Buy
+694
New +$62.2K 0.01% 453
2019
Q2 		– Sell
-77
Closed -$7K – 393
2019
Q1 		$7K Hold
77
– – ﹤0.01% 693
2018
Q4 		$6K Buy
+77
New +$6.02K ﹤0.01% 647

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Kore Private Wealth's ED Position: Q3 2020 in Review

Kore Private Wealth sold out of Consolidated Edison (ED) in Q3 2020, closing a stake of 57 shares — an estimated $4K sold.

Kore Private Wealth first reported a position in ED in Q4 2018 and held it in 5 quarters. The position peaked at $63K in Q4 2019. 887 funds tracked by Wall St. Rank hold ED as of Q3 2020.

  • Kore Private Wealth reported no remaining Consolidated Edison position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 57 Consolidated Edison shares in Q3 2020, an estimated $4K.
  • Kore Private Wealth first reported a position in Consolidated Edison in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Consolidated Edison position peaked at $63K in Q4 2019.
  • 887 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.