NWP
ED icon

Northstar Wealth Partners’s Consolidated Edison ED Stock Holding History

Northstar Wealth Partners’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 		– Sell
-2,983
Closed -$214K – 153
2020
Q2 		$214K Sell
2,983
-25
-0.8% -$1.92K 0.09% 164
2020
Q1 		$234K Buy
3,008
+255
+9% +$22.4K 0.12% 143
2019
Q4 		$249K Sell
2,753
-20
-0.7% -$1.79K 0.1% 159
2019
Q3 		$262K Buy
2,773
+90
+3% +$7.99K 0.12% 153
2019
Q2 		$235K Sell
2,683
-94
-3% -$8.1K 0.1% 160
2019
Q1 		$236K Sell
2,777
-80
-3% -$6.39K 0.11% 158
2018
Q4 		$218K Hold
2,857
– – 0.11% 155
2018
Q3 		$217K Buy
2,857
+225
+9% +$17.7K 0.1% 163
2018
Q2 		$205K Sell
2,632
-1,750
-40% -$134K 0.1% 179
2018
Q1 		$341K Sell
4,382
-1,225
-22% -$95.2K 0.17% 138
2017
Q4 		$465K Buy
5,607
+284
+5% +$24.4K 0.41% 75
2017
Q3 		$433K Sell
5,323
-1,014
-16% -$83.9K 0.42% 79
2017
Q2 		$509K Buy
6,337
+136
+2% +$11K 0.46% 67
2017
Q1 		$487K Buy
+6,201
New +$466K 0.45% 70

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northstar Wealth Partners's ED Position: Q3 2020 in Review

Northstar Wealth Partners sold out of Consolidated Edison (ED) in Q3 2020, closing a stake of 2,983 shares — an estimated $214K sold.

Northstar Wealth Partners first reported a position in ED in Q1 2017 and held it in 14 quarters. The position peaked at $509K in Q2 2017. 888 funds tracked by Wall St. Rank hold ED as of Q3 2020.

  • Northstar Wealth Partners reported no remaining Consolidated Edison position as of Q3 2020 after selling out during the quarter.
  • Northstar Wealth Partners sold 2,983 Consolidated Edison shares in Q3 2020, an estimated $214K.
  • Northstar Wealth Partners first reported a position in Consolidated Edison in Q1 2017 and held it in 14 quarters.
  • Northstar Wealth Partners's Consolidated Edison position peaked at $509K in Q2 2017.
  • 888 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.