Sunflower Bank Wealth Management’s Consolidated Edison ED Stock Holding History

Sunflower Bank 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
2020 Q3	$294K	Sell	3,780 -1,615	-30%	-$119K	0.1%	99
2020 Q2	$388K	Sell	5,395 -15	-0.3%	-$1.15K	0.13%	93
2020 Q1	$422K	Sell	5,410 -5	-0.1%	-$438	0.16%	78
2019 Q4	$490K	Hold	5,415	–	–	0.15%	89
2019 Q3	$512K	Hold	5,415	–	–	0.16%	86
2019 Q2	$475K	Sell	5,415 -860	-14%	-$74.1K	0.15%	91
2019 Q1	$532K	Buy	6,275 +430	+7%	+$34.4K	0.16%	83
2018 Q4	$447K	Hold	5,845	–	–	0.14%	94
2018 Q3	$445K	Sell	5,845 -1,150	-16%	-$90.6K	0.13%	102
2018 Q2	$545K	Sell	6,995 -2,865	-29%	-$219K	0.16%	89
2018 Q1	$768K	Sell	9,860 -45	-0.5%	-$3.5K	0.21%	74
2017 Q4	$841K	Sell	9,905 -1,560	-14%	-$134K	0.23%	65
2017 Q3	$925K	Sell	11,465 -10	-0.1%	-$828	0.33%	38
2017 Q2	$927K	Sell	11,475 -270	-2%	-$21.8K	0.31%	45
2017 Q1	$912K	Hold	11,745	–	–	0.31%	46
2016 Q4	$865K	Sell	11,745 -9,590	-45%	-$693K	0.31%	48
2016 Q3	$1.61M	Buy	21,335 +70	+0.3%	+$5.44K	0.59%	34
2016 Q2	$1.71M	Buy	21,265 +65	+0.3%	+$4.88K	0.6%	35
2016 Q1	$1.62M	Sell	21,200 -1,345	-6%	-$95.5K	0.58%	35
2015 Q4	$1.45M	Sell	22,545 -2,105	-9%	-$135K	0.51%	38
2015 Q3	$1.65M	Sell	24,650 -1,940	-7%	-$123K	0.6%	32
2015 Q2	$1.54M	Sell	26,590 -215	-0.8%	-$13K	0.52%	36
2015 Q1	$1.64M	Sell	26,805 -42	-0.2%	-$2.73K	0.54%	39
2014 Q4	$1.77M	Buy	26,847 +5,020	+23%	+$315K	0.56%	33
2014 Q3	$1.24M	Buy	21,827 +2,580	+13%	+$146K	0.42%	43
2014 Q2	$1.11M	Buy	+19,247	New	+$1.07M	0.45%	48

Other funds holding ED

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sunflower Bank Wealth Management's ED Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its Consolidated Edison (ED) stake by 30% in Q3 2020, selling an estimated $119K and leaving 3,780 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #99.

Sunflower Bank Wealth Management first reported a position in ED in Q2 2014 and has held it in 26 quarters since. The position peaked at $1.77M in Q4 2014. 888 funds tracked by Wall St. Rank hold ED as of Q3 2020.

Sunflower Bank Wealth Management held 3,780 shares of Consolidated Edison worth $294K as of Q3 2020.
Sunflower Bank Wealth Management sold 1,615 Consolidated Edison shares in Q3 2020, an estimated $119K.
Consolidated Edison made up 0.1% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #99 holding.
Sunflower Bank Wealth Management first reported a position in Consolidated Edison in Q2 2014 and has held it in 26 quarters since.
Sunflower Bank Wealth Management's Consolidated Edison position peaked at $1.77M in Q4 2014.
888 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.