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Meridian Wealth Management’s Consolidated Edison ED Stock Holding History

Meridian 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
2019
Q3 		– Sell
-274
Closed -$240 – 272
2019
Q2 		$240 Buy
+274
New +$23.6K 0.01% 508
2017
Q2 		– Sell
-2,985
Closed -$232K – 165
2017
Q1 		$232K Buy
+2,985
New +$224K 0.14% 147

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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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
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

Meridian Wealth Management's ED Position: Q3 2019 in Review

Meridian Wealth Management sold out of Consolidated Edison (ED) in Q3 2019, closing a stake of 274 shares — an estimated $240 sold.

Meridian Wealth Management first reported a position in ED in Q1 2017 and held it in 2 quarters. The position peaked at $232K in Q1 2017. 938 funds tracked by Wall St. Rank hold ED as of Q3 2019.

  • Meridian Wealth Management reported no remaining Consolidated Edison position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 274 Consolidated Edison shares in Q3 2019, an estimated $240.
  • Meridian Wealth Management first reported a position in Consolidated Edison in Q1 2017 and held it in 2 quarters.
  • Meridian Wealth Management's Consolidated Edison position peaked at $232K in Q1 2017.
  • 938 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.