LifePlan Financial Group’s Consolidated Edison ED Stock Holding History

LifePlan Financial Group’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	$132K	Hold	1,700	–	–	0.06%	162
2020 Q2	$122K	Hold	1,700	–	–	0.06%	163
2020 Q1	$133K	Hold	1,700	–	–	0.07%	144
2019 Q4	$154K	Hold	1,700	–	–	0.07%	152
2019 Q3	$161K	Hold	1,700	–	–	0.08%	142
2019 Q2	$149K	Hold	1,700	–	–	0.07%	144
2019 Q1	$144K	Hold	1,700	–	–	0.08%	150
2018 Q4	$130K	Hold	1,700	–	–	0.08%	152
2018 Q3	$130K	Hold	1,700	–	–	0.07%	157
2018 Q2	$133K	Sell	1,700 -400	-19%	-$30.6K	0.07%	151
2018 Q1	$164K	Buy	+2,100	New	+$163K	0.1%	128
2014 Q2	–	Sell	-2,100	Closed	-$113K	–	106
2014 Q1	$113K	Hold	2,100	–	–	0.09%	80
2013 Q4	$116K	Buy	2,100 +800	+62%	+$45K	0.08%	76
2013 Q3	$72K	Buy	+1,300	New	+$74.9K	0.06%	85

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

LifePlan Financial Group's ED Position: Q3 2020 in Review

LifePlan Financial Group held its Consolidated Edison (ED) position steady in Q3 2020 at 1,700 shares worth $132K. The position accounts for 0.06% of the portfolio, ranked #162.

LifePlan Financial Group first reported a position in ED in Q3 2013 and has held it in 14 quarters since. The position peaked at $164K in Q1 2018. 887 funds tracked by Wall St. Rank hold ED as of Q3 2020.

LifePlan Financial Group held 1,700 shares of Consolidated Edison worth $132K as of Q3 2020.
LifePlan Financial Group left its Consolidated Edison share count unchanged in Q3 2020.
Consolidated Edison made up 0.06% of LifePlan Financial Group's portfolio in Q3 2020, its #162 holding.
LifePlan Financial Group first reported a position in Consolidated Edison in Q3 2013 and has held it in 14 quarters since.
LifePlan Financial Group's Consolidated Edison position peaked at $164K in Q1 2018.
887 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.