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Legacy Advisors’s Consolidated Edison ED Stock Holding History

Legacy 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
Q2 		– Sell
-400
Closed -$34K – 377
2019
Q1 		$34K Buy
+400
New +$32K 0.01% 242
2017
Q4 		– Sell
-28
Closed -$2K – 375
2017
Q3 		$2K Buy
+28
New +$2.32K ﹤0.01% 324

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legacy Advisors's ED Position: Q2 2019 in Review

Legacy Advisors sold out of Consolidated Edison (ED) in Q2 2019, closing a stake of 400 shares — an estimated $34K sold.

Legacy Advisors first reported a position in ED in Q3 2017 and held it in 2 quarters. The position peaked at $34K in Q1 2019. 925 funds tracked by Wall St. Rank hold ED as of Q2 2019.

  • Legacy Advisors reported no remaining Consolidated Edison position as of Q2 2019 after selling out during the quarter.
  • Legacy Advisors sold 400 Consolidated Edison shares in Q2 2019, an estimated $34K.
  • Legacy Advisors first reported a position in Consolidated Edison in Q3 2017 and held it in 2 quarters.
  • Legacy Advisors's Consolidated Edison position peaked at $34K in Q1 2019.
  • 925 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2019.

Based on Legacy Advisors's 13F filing for Q2 2019, filed 15 Jul 2019.