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Mosaic Family Wealth’s Consolidated Edison ED Stock Holding History

Mosaic Family 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
2019
Q2 		– Sell
-1,151
Closed -$98K – 287
2019
Q1 		$98K Sell
1,151
-815
-41% -$65.1K 0.04% 235
2018
Q4 		$150K Buy
1,966
+2
+0.1% +$156 0.06% 175
2018
Q3 		$155K Buy
1,964
+1
+0.1% +$79 0.06% 174
2018
Q2 		$153K Sell
1,963
-127
-6% -$9.7K 0.06% 185
2018
Q1 		$163K Buy
2,090
+2
+0.1% +$155 0.06% 179
2017
Q4 		$177K Buy
2,088
+2
+0.1% +$172 0.06% 179
2017
Q3 		$168K Buy
2,086
+3
+0.1% +$248 0.07% 210
2017
Q2 		$168K Buy
2,083
+2
+0.1% +$162 0.07% 197
2017
Q1 		$162K Buy
2,081
+2
+0.1% +$150 0.07% 201
2016
Q4 		$153K Buy
2,079
+2
+0.1% +$145 0.07% 199
2016
Q3 		$156K Buy
2,077
+2
+0.1% +$155 0.07% 191
2016
Q2 		$167K Buy
2,075
+3
+0.1% +$225 0.08% 176
2016
Q1 		$158K Buy
2,072
+1,531
+283% +$109K 0.08% 173
2015
Q4 		$34K Buy
+541
New +$34.8K 0.02% 377

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

Mosaic Family Wealth's ED Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Consolidated Edison (ED) in Q2 2019, closing a stake of 1,151 shares — an estimated $98K sold.

Mosaic Family Wealth first reported a position in ED in Q4 2015 and held it in 14 quarters. The position peaked at $177K in Q4 2017. 925 funds tracked by Wall St. Rank hold ED as of Q2 2019.

  • Mosaic Family Wealth reported no remaining Consolidated Edison position as of Q2 2019 after selling out during the quarter.
  • Mosaic Family Wealth sold 1,151 Consolidated Edison shares in Q2 2019, an estimated $98K.
  • Mosaic Family Wealth first reported a position in Consolidated Edison in Q4 2015 and held it in 14 quarters.
  • Mosaic Family Wealth's Consolidated Edison position peaked at $177K in Q4 2017.
  • 925 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.