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Lake Point Wealth Management’s Consolidated Edison ED Stock Holding History

Lake Point Wealth Management’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 		$5K Hold
70
– – ﹤0.01% 158
2019
Q4 		$6K Buy
+70
New +$6.27K ﹤0.01% 332
2019
Q2 		$6K Hold
70
– – ﹤0.01% 398
2019
Q1 		$6K Buy
+70
New +$5.59K ﹤0.01% 398

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

Lake Point Wealth Management's ED Position: Q1 2020 in Review

Lake Point Wealth Management held its Consolidated Edison (ED) position steady in Q1 2020 at 70 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #158.

Lake Point Wealth Management first reported a position in ED in Q1 2019 and has held it in 4 quarters since. The position peaked at $6K in Q4 2019. 922 funds tracked by Wall St. Rank hold ED as of Q1 2020.

  • Lake Point Wealth Management held 70 shares of Consolidated Edison worth $5K as of Q1 2020.
  • Lake Point Wealth Management left its Consolidated Edison share count unchanged in Q1 2020.
  • Consolidated Edison made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #158 holding.
  • Lake Point Wealth Management first reported a position in Consolidated Edison in Q1 2019 and has held it in 4 quarters since.
  • Lake Point Wealth Management's Consolidated Edison position peaked at $6K in Q4 2019.
  • 922 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.