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Polaris Wealth Advisory Group’s Consolidated Edison ED Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-480
Closed -$37K – 229
2018
Q3 		$37K Buy
+480
New +$37.8K ﹤0.01% 272

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Polaris Wealth Advisory Group's ED Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Consolidated Edison (ED) in Q4 2018, closing a stake of 480 shares — an estimated $37K sold.

Polaris Wealth Advisory Group first reported a position in ED in Q3 2018 and held it in 1 quarter. The position peaked at $37K in Q3 2018. 911 funds tracked by Wall St. Rank hold ED as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Consolidated Edison position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 480 Consolidated Edison shares in Q4 2018, an estimated $37K.
  • Polaris Wealth Advisory Group first reported a position in Consolidated Edison in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's Consolidated Edison position peaked at $37K in Q3 2018.
  • 911 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.