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MPS Loria Financial Planners’s Consolidated Edison ED Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-609
Closed -$45K – 243
2021
Q1 		$45K Hold
609
– – 0.02% 171
2020
Q4 		$43K Buy
609
+309
+103% +$24K 0.02% 170
2020
Q3 		$23K Hold
300
– – 0.01% 187
2020
Q2 		$22K Buy
+300
New +$23K 0.01% 193
2017
Q3 		– Sell
-743
Closed -$62K – 154
2017
Q2 		$62K Buy
+743
New +$60.1K 0.04% 135

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

MPS Loria Financial Planners's ED Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Consolidated Edison (ED) in Q2 2021, closing a stake of 609 shares — an estimated $45K sold.

MPS Loria Financial Planners first reported a position in ED in Q2 2017 and held it in 5 quarters. The position peaked at $62K in Q2 2017. 964 funds tracked by Wall St. Rank hold ED as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Consolidated Edison position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 609 Consolidated Edison shares in Q2 2021, an estimated $45K.
  • MPS Loria Financial Planners first reported a position in Consolidated Edison in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Consolidated Edison position peaked at $62K in Q2 2017.
  • 964 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.