Linscomb Wealth’s Consolidated Edison ED Stock Holding History

Linscomb Wealth’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	–	Sell	-2,783	Closed	-$217K	–	287
2018 Q2	$217K	Sell	2,783 -1,483	-35%	-$113K	0.02%	254
2018 Q1	$332K	Buy	+4,266	New	+$332K	0.03%	207

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

Linscomb Wealth's ED Position: Q3 2018 in Review

Linscomb Wealth sold out of Consolidated Edison (ED) in Q3 2018, closing a stake of 2,783 shares — an estimated $217K sold.

Linscomb Wealth first reported a position in ED in Q1 2018 and held it in 2 quarters. The position peaked at $332K in Q1 2018. 838 funds tracked by Wall St. Rank hold ED as of Q3 2018.

Linscomb Wealth reported no remaining Consolidated Edison position as of Q3 2018 after selling out during the quarter.
Linscomb Wealth sold 2,783 Consolidated Edison shares in Q3 2018, an estimated $217K.
Linscomb Wealth first reported a position in Consolidated Edison in Q1 2018 and held it in 2 quarters.
Linscomb Wealth's Consolidated Edison position peaked at $332K in Q1 2018.
838 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2018.

Based on Linscomb Wealth's 13F filing for Q3 2018, filed 8 Nov 2018.