SMFS
ED icon

Squar Milner Financial Services’s Consolidated Edison ED Stock Holding History

Squar Milner 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
2020
Q1 		– Sell
-6
Closed – – 784
2019
Q4 		$0 Buy
+6
New +$537 ﹤0.01% 826
2019
Q3 		– Sell
-23
Closed -$2K – 348
2019
Q2 		$2K Hold
23
– – ﹤0.01% 733
2019
Q1 		$1K Hold
23
– – ﹤0.01% 801
2018
Q4 		$2K Hold
23
– – ﹤0.01% 685
2018
Q3 		$2K Hold
23
– – ﹤0.01% 721
2018
Q2 		$2K Buy
+23
New +$1.76K ﹤0.01% 809

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Squar Milner Financial Services's ED Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Consolidated Edison (ED) in Q1 2020, closing a stake of 6 shares.

Squar Milner Financial Services first reported a position in ED in Q2 2018 and held it in 6 quarters. The position peaked at $2K in Q2 2019. 923 funds tracked by Wall St. Rank hold ED as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Consolidated Edison position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 6 Consolidated Edison shares in Q1 2020.
  • Squar Milner Financial Services first reported a position in Consolidated Edison in Q2 2018 and held it in 6 quarters.
  • Squar Milner Financial Services's Consolidated Edison position peaked at $2K in Q2 2019.
  • 923 funds tracked by Wall St. Rank held Consolidated Edison as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.