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River Wealth Advisors’s Consolidated Edison ED Stock Holding History

River Wealth Advisors’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
Q1 		– Sell
-331
Closed -$25K – 233
2018
Q4 		$25K Sell
331
-110
-25% -$8.6K 0.01% 319
2018
Q3 		$34K Sell
441
-110
-20% -$8.67K 0.01% 326
2018
Q2 		$43K Buy
+551
New +$42.1K 0.02% 282

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

River Wealth Advisors's ED Position: Q1 2019 in Review

River Wealth Advisors sold out of Consolidated Edison (ED) in Q1 2019, closing a stake of 331 shares — an estimated $25K sold.

River Wealth Advisors first reported a position in ED in Q2 2018 and held it in 3 quarters. The position peaked at $43K in Q2 2018. 943 funds tracked by Wall St. Rank hold ED as of Q1 2019.

  • River Wealth Advisors reported no remaining Consolidated Edison position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 331 Consolidated Edison shares in Q1 2019, an estimated $25K.
  • River Wealth Advisors first reported a position in Consolidated Edison in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Consolidated Edison position peaked at $43K in Q2 2018.
  • 943 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.