Lehman Financial Resources’s Consolidated Edison ED Stock Holding History

Lehman Financial Resources’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
2018 Q3	$285K	Hold	3,750	–	–	0.13%	70
2018 Q2	$292K	Hold	3,750	–	–	0.15%	63
2018 Q1	$292K	Buy	3,750 +250	+7%	+$19.4K	0.15%	62
2017 Q4	$297K	Hold	3,500	–	–	0.15%	60
2017 Q3	$282K	Sell	3,500 -34	-1%	-$2.81K	0.14%	56
2017 Q2	$285K	Hold	3,534	–	–	0.16%	51
2017 Q1	$274K	Buy	3,534 +34	+1%	+$2.56K	0.15%	50
2016 Q4	$257K	Hold	3,500	–	–	0.15%	50
2016 Q3	$263K	Sell	3,500 -300	-8%	-$23.3K	0.15%	47
2016 Q2	$305K	Sell	3,800 -700	-16%	-$52.6K	0.15%	48
2016 Q1	$344K	Hold	4,500	–	–	0.18%	46
2015 Q4	$289K	Hold	4,500	–	–	0.16%	48
2015 Q3	$300K	Sell	4,500 -52	-1%	-$3.29K	0.15%	50
2015 Q2	$263K	Buy	4,552 +52	+1%	+$3.14K	0.13%	51
2015 Q1	$275K	Sell	4,500 -250	-5%	-$16.2K	0.13%	52
2014 Q4	$314K	Hold	4,750	–	–	0.15%	52
2014 Q3	$269K	Hold	4,750	–	–	0.14%	54
2014 Q2	$274K	Hold	4,750	–	–	0.13%	54
2014 Q1	$255K	Buy	4,750 +200	+4%	+$10.8K	0.13%	53
2013 Q4	$252K	Buy	4,550 +550	+14%	+$30.9K	0.16%	52
2013 Q3	$221K	Sell	4,000 -1,000	-20%	-$57.6K	0.14%	55
2013 Q2	$292K	Buy	+5,000	New	+$300K	0.2%	44

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Lehman Financial Resources's ED Position: Q3 2018 in Review

Lehman Financial Resources held its Consolidated Edison (ED) position steady in Q3 2018 at 3,750 shares worth $285K. The position accounts for 0.13% of the portfolio, ranked #70.

Lehman Financial Resources first reported a position in ED in Q2 2013 and has held it in 22 quarters since. The position peaked at $344K in Q1 2016. 838 funds tracked by Wall St. Rank hold ED as of Q3 2018.

Lehman Financial Resources held 3,750 shares of Consolidated Edison worth $285K as of Q3 2018.
Lehman Financial Resources left its Consolidated Edison share count unchanged in Q3 2018.
Consolidated Edison made up 0.13% of Lehman Financial Resources's portfolio in Q3 2018, its #70 holding.
Lehman Financial Resources first reported a position in Consolidated Edison in Q2 2013 and has held it in 22 quarters since.
Lehman Financial Resources's Consolidated Edison position peaked at $344K in Q1 2016.
838 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.