LBA Wealth Management’s Consolidated Edison ED Stock Holding History

LBA 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
2017 Q1	$2K	Hold	30	–	–	﹤0.01%	402
2016 Q4	$2K	Hold	30	–	–	﹤0.01%	404
2016 Q3	$2K	Hold	30	–	–	﹤0.01%	411
2016 Q2	$2K	Hold	30	–	–	﹤0.01%	396
2016 Q1	$2K	Hold	30	–	–	﹤0.01%	388
2015 Q4	$2K	Hold	30	–	–	﹤0.01%	378
2015 Q3	$2K	Hold	30	–	–	﹤0.01%	316
2015 Q2	$2K	Hold	30	–	–	﹤0.01%	297
2015 Q1	$2K	Hold	30	–	–	﹤0.01%	293
2014 Q4	$2K	Hold	30	–	–	﹤0.01%	277
2014 Q3	$2K	Hold	30	–	–	﹤0.01%	398
2014 Q2	$2K	Hold	30	–	–	﹤0.01%	254
2014 Q1	$2K	Sell	30 -101	-77%	-$5.48K	﹤0.01%	248
2013 Q4	$7K	Buy	+131	New	+$7.37K	0.01%	228

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

LBA Wealth Management's ED Position: Q1 2017 in Review

LBA Wealth Management held its Consolidated Edison (ED) position steady in Q1 2017 at 30 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

LBA Wealth Management first reported a position in ED in Q4 2013 and has held it in 14 quarters since. The position peaked at $7K in Q4 2013. 776 funds tracked by Wall St. Rank hold ED as of Q1 2017.

LBA Wealth Management held 30 shares of Consolidated Edison worth $2K as of Q1 2017.
LBA Wealth Management left its Consolidated Edison share count unchanged in Q1 2017.
Consolidated Edison made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #402 holding.
LBA Wealth Management first reported a position in Consolidated Edison in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's Consolidated Edison position peaked at $7K in Q4 2013.
776 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.