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Wealthfront’s Consolidated Edison ED Stock Holding History

Wealthfront’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
Q3 		$1.85M Sell
24,317
-10,261
-30% -$809K 0.02% 135
2018
Q2 		$2.7M Sell
34,578
-2,140
-6% -$163K 0.03% 93
2018
Q1 		$2.86M Buy
36,718
+19,842
+118% +$1.54M 0.03% 97
2017
Q4 		$1.43M Buy
16,876
+6,128
+57% +$527K 0.02% 166
2017
Q3 		$867K Buy
10,748
+699
+7% +$57.9K 0.01% 223
2017
Q2 		$812K Buy
10,049
+1,760
+21% +$142K 0.01% 183
2017
Q1 		$644K Buy
8,289
+2,275
+38% +$171K 0.01% 182
2016
Q4 		$443K Buy
6,014
+461
+8% +$33.3K 0.01% 217
2016
Q3 		$418K Buy
5,553
+571
+11% +$44.4K 0.01% 214
2016
Q2 		$401K Buy
4,982
+193
+4% +$14.5K 0.01% 203
2016
Q1 		$367K Buy
4,789
+1,094
+30% +$77.7K 0.01% 204
2015
Q4 		$237K Sell
3,695
-1,525
-29% -$98K 0.01% 261
2015
Q3 		$349K Buy
5,220
+2,693
+107% +$170K 0.01% 173
2015
Q2 		$146K Sell
2,527
-313
-11% -$18.9K 0.01% 327
2015
Q1 		$173K Sell
2,840
-239
-8% -$15.5K 0.01% 274
2014
Q4 		$203K Buy
3,079
+819
+36% +$51.4K 0.01% 214
2014
Q3 		$128K Buy
2,260
+1,237
+121% +$70.2K 0.01% 241
2014
Q2 		$57K Buy
1,023
+611
+148% +$34.1K ﹤0.01% 339
2014
Q1 		$22K Buy
+412
New +$22.3K ﹤0.01% 412

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wealthfront's ED Position: Q3 2018 in Review

Wealthfront reduced its Consolidated Edison (ED) stake by 30% in Q3 2018, selling an estimated $809K and leaving 24,317 shares worth $1.85M. The position accounts for 0.02% of the portfolio, ranked #135.

Wealthfront first reported a position in ED in Q1 2014 and has held it in 19 quarters since. The position peaked at $2.86M in Q1 2018. 839 funds tracked by Wall St. Rank hold ED as of Q3 2018.

  • Wealthfront held 24,317 shares of Consolidated Edison worth $1.85M as of Q3 2018.
  • Wealthfront sold 10,261 Consolidated Edison shares in Q3 2018, an estimated $809K.
  • Consolidated Edison made up 0.02% of Wealthfront's portfolio in Q3 2018, its #135 holding.
  • Wealthfront first reported a position in Consolidated Edison in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's Consolidated Edison position peaked at $2.86M in Q1 2018.
  • 839 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.