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Physicians Financial Services’s Consolidated Edison ED Stock Holding History

Physicians Financial Services’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
2018
Q1 		– Sell
-7,475
Closed -$635K – 108
2017
Q4 		$635K Sell
7,475
-400
-5% -$34.4K 0.48% 65
2017
Q3 		$635K Hold
7,875
– – 0.52% 61
2017
Q2 		$636K Hold
7,875
– – 0.54% 62
2017
Q1 		$612K Sell
7,875
-900
-10% -$67.7K 0.53% 61
2016
Q4 		$697K Buy
8,775
+200
+2% +$14.5K 0.57% 57
2016
Q3 		$645K Buy
8,575
+500
+6% +$38.8K 0.54% 59
2016
Q2 		$650K Sell
8,075
-100
-1% -$7.51K 0.57% 58
2016
Q1 		$626K Hold
8,175
– – 0.57% 56
2015
Q4 		$525K Buy
+8,175
New +$525K 0.48% 62

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Physicians Financial Services's ED Position: Q1 2018 in Review

Physicians Financial Services sold out of Consolidated Edison (ED) in Q1 2018, closing a stake of 7,475 shares — an estimated $635K sold.

Physicians Financial Services first reported a position in ED in Q4 2015 and held it in 9 quarters. The position peaked at $697K in Q4 2016. 877 funds tracked by Wall St. Rank hold ED as of Q1 2018.

  • Physicians Financial Services reported no remaining Consolidated Edison position as of Q1 2018 after selling out during the quarter.
  • Physicians Financial Services sold 7,475 Consolidated Edison shares in Q1 2018, an estimated $635K.
  • Physicians Financial Services first reported a position in Consolidated Edison in Q4 2015 and held it in 9 quarters.
  • Physicians Financial Services's Consolidated Edison position peaked at $697K in Q4 2016.
  • 877 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2018.

Based on Physicians Financial Services's 13F filing for Q1 2018, filed 17 Apr 2018.