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RPg Family Wealth Advisory’s Consolidated Edison ED Stock Holding History

RPg Family Wealth Advisory’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
2017
Q2 		– Sell
-286
Closed -$22.2K – 300
2017
Q1 		$22.2K Sell
286
-91
-24% -$6.84K 0.02% 201
2016
Q4 		$27.8K Sell
377
-273
-42% -$19.7K 0.02% 160
2016
Q3 		$48.9K Buy
650
+7
+1% +$544 0.03% 120
2016
Q2 		$51.7K Buy
643
+271
+73% +$20.4K 0.02% 124
2016
Q1 		$28.5K Buy
+372
New +$26.4K 0.02% 159

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RPg Family Wealth Advisory's ED Position: Q2 2017 in Review

RPg Family Wealth Advisory sold out of Consolidated Edison (ED) in Q2 2017, closing a stake of 286 shares — an estimated $22.2K sold.

RPg Family Wealth Advisory first reported a position in ED in Q1 2016 and held it in 5 quarters. The position peaked at $51.7K in Q2 2016. 808 funds tracked by Wall St. Rank hold ED as of Q2 2017.

  • RPg Family Wealth Advisory reported no remaining Consolidated Edison position as of Q2 2017 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 286 Consolidated Edison shares in Q2 2017, an estimated $22.2K.
  • RPg Family Wealth Advisory first reported a position in Consolidated Edison in Q1 2016 and held it in 5 quarters.
  • RPg Family Wealth Advisory's Consolidated Edison position peaked at $51.7K in Q2 2016.
  • 808 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2017, filed 14 Aug 2017.