Wealthcare Capital Management’s Consolidated Edison ED Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-504	Closed	-$38K	–	242
2021 Q1	$38K	Buy	+504	New	+$35.5K	﹤0.01%	164
2020 Q2	–	Sell	-416	Closed	-$32K	–	103
2020 Q1	$32K	Sell	416 -27	-6%	-$2.37K	﹤0.01%	108
2019 Q4	$40K	Buy	443 +27	+6%	+$2.42K	﹤0.01%	119
2019 Q3	$39K	Hold	416	–	–	﹤0.01%	109
2019 Q2	$36K	Hold	416	–	–	0.01%	106
2019 Q1	$35K	Hold	416	–	–	0.01%	110
2018 Q4	$32K	Hold	416	–	–	﹤0.01%	110
2018 Q3	$32K	Hold	416	–	–	﹤0.01%	109
2018 Q2	$32K	Hold	416	–	–	﹤0.01%	103
2018 Q1	$32K	Hold	416	–	–	﹤0.01%	101
2017 Q4	$35K	Hold	416	–	–	﹤0.01%	100
2017 Q3	$34K	Hold	416	–	–	﹤0.01%	95
2017 Q2	$34K	Hold	416	–	–	﹤0.01%	94
2017 Q1	$32K	Hold	416	–	–	﹤0.01%	95
2016 Q4	$31K	Hold	416	–	–	﹤0.01%	93
2016 Q3	$31K	Hold	416	–	–	﹤0.01%	93
2016 Q2	$33K	Hold	416	–	–	﹤0.01%	83
2016 Q1	$32K	Hold	416	–	–	﹤0.01%	91
2015 Q4	$27K	Hold	416	–	–	﹤0.01%	106
2015 Q3	$28K	Hold	416	–	–	﹤0.01%	114
2015 Q2	$24K	Hold	416	–	–	﹤0.01%	144
2015 Q1	$25K	Hold	416	–	–	﹤0.01%	364
2014 Q4	$27K	Hold	416	–	–	﹤0.01%	108
2014 Q3	$24K	Hold	416	–	–	﹤0.01%	109
2014 Q2	$24K	Hold	416	–	–	﹤0.01%	106
2014 Q1	$22K	Hold	416	–	–	﹤0.01%	104
2013 Q4	$23K	Hold	416	–	–	﹤0.01%	64
2013 Q3	$23K	Hold	416	–	–	﹤0.01%	61
2013 Q2	$24K	Buy	+416	New	+$25K	﹤0.01%	61

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Wealthcare Capital Management's ED Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Consolidated Edison (ED) in Q2 2021, closing a stake of 504 shares — an estimated $38K sold.

Wealthcare Capital Management first reported a position in ED in Q2 2013 and held it in 29 quarters. The position peaked at $40K in Q4 2019. 966 funds tracked by Wall St. Rank hold ED as of Q2 2021.

Wealthcare Capital Management reported no remaining Consolidated Edison position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 504 Consolidated Edison shares in Q2 2021, an estimated $38K.
Wealthcare Capital Management first reported a position in Consolidated Edison in Q2 2013 and held it in 29 quarters.
Wealthcare Capital Management's Consolidated Edison position peaked at $40K in Q4 2019.
966 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.