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RKL Wealth Management’s Consolidated Edison ED Stock Holding History

RKL 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
2018
Q2 		– Sell
-2,672
Closed -$209K – 129
2018
Q1 		$209K Sell
2,672
-1,060
-28% -$82.4K 0.05% 129
2017
Q4 		$316K Sell
3,732
-2,803
-43% -$241K 0.08% 118
2017
Q3 		$529K Sell
6,535
-4,330
-40% -$358K 0.15% 103
2017
Q2 		$880K Sell
10,865
-1,739
-14% -$141K 0.28% 74
2017
Q1 		$978K Sell
12,604
-2,860
-18% -$215K 0.39% 53
2016
Q4 		$1.14M Sell
15,464
-1,292
-8% -$93.4K 0.55% 45
2016
Q3 		$1.26M Buy
16,756
+2,438
+17% +$189K 0.64% 38
2016
Q2 		$1.1M Buy
14,318
+5,320
+59% +$400K 0.57% 37
2016
Q1 		$689K Buy
+8,998
New +$639K 0.4% 41

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

RKL Wealth Management's ED Position: Q2 2018 in Review

RKL Wealth Management sold out of Consolidated Edison (ED) in Q2 2018, closing a stake of 2,672 shares — an estimated $209K sold.

RKL Wealth Management first reported a position in ED in Q1 2016 and held it in 9 quarters. The position peaked at $1.26M in Q3 2016. 856 funds tracked by Wall St. Rank hold ED as of Q2 2018.

  • RKL Wealth Management reported no remaining Consolidated Edison position as of Q2 2018 after selling out during the quarter.
  • RKL Wealth Management sold 2,672 Consolidated Edison shares in Q2 2018, an estimated $209K.
  • RKL Wealth Management first reported a position in Consolidated Edison in Q1 2016 and held it in 9 quarters.
  • RKL Wealth Management's Consolidated Edison position peaked at $1.26M in Q3 2016.
  • 856 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2018.

Based on RKL Wealth Management's 13F filing for Q2 2018, filed 3 Aug 2018.