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Northwest Wealth Management’s Consolidated Edison ED Stock Holding History

Northwest 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
Q2 		– Sell
-56
Closed -$5K – 212
2019
Q1 		$5K Hold
56
– – ﹤0.01% 403
2018
Q4 		$4K Hold
56
– – ﹤0.01% 404
2018
Q3 		$4K Hold
56
– – ﹤0.01% 438
2018
Q2 		$4K Hold
56
– – ﹤0.01% 426
2018
Q1 		$4K Buy
+56
New +$4.35K ﹤0.01% 437

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

Northwest Wealth Management's ED Position: Q2 2019 in Review

Northwest Wealth Management sold out of Consolidated Edison (ED) in Q2 2019, closing a stake of 56 shares — an estimated $5K sold.

Northwest Wealth Management first reported a position in ED in Q1 2018 and held it in 5 quarters. The position peaked at $5K in Q1 2019. 925 funds tracked by Wall St. Rank hold ED as of Q2 2019.

  • Northwest Wealth Management reported no remaining Consolidated Edison position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 56 Consolidated Edison shares in Q2 2019, an estimated $5K.
  • Northwest Wealth Management first reported a position in Consolidated Edison in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Consolidated Edison position peaked at $5K in Q1 2019.
  • 925 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.