WF
ED icon

Welch & Forbes’s Consolidated Edison ED Stock Holding History

Welch & Forbes’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 		– Sell
-2,972
Closed -$232K – 366
2018
Q2 		$232K Buy
2,972
+300
+11% +$22.9K 0.01% 335
2018
Q1 		$209K Sell
2,672
-228
-8% -$17.7K 0.01% 344
2017
Q4 		$246K Hold
2,900
– – 0.01% 313
2017
Q3 		$234K Hold
2,900
– – 0.01% 313
2017
Q2 		$234K Sell
2,900
-363
-11% -$29.3K 0.01% 321
2017
Q1 		$254K Buy
3,263
+9
+0.3% +$677 0.01% 307
2016
Q4 		$240K Hold
3,254
– – 0.01% 311
2016
Q3 		$245K Hold
3,254
– – 0.01% 270
2016
Q2 		$262K Buy
+3,254
New +$245K 0.01% 297

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

Welch & Forbes's ED Position: Q3 2018 in Review

Welch & Forbes sold out of Consolidated Edison (ED) in Q3 2018, closing a stake of 2,972 shares — an estimated $232K sold.

Welch & Forbes first reported a position in ED in Q2 2016 and held it in 9 quarters. The position peaked at $262K in Q2 2016. 838 funds tracked by Wall St. Rank hold ED as of Q3 2018.

  • Welch & Forbes reported no remaining Consolidated Edison position as of Q3 2018 after selling out during the quarter.
  • Welch & Forbes sold 2,972 Consolidated Edison shares in Q3 2018, an estimated $232K.
  • Welch & Forbes first reported a position in Consolidated Edison in Q2 2016 and held it in 9 quarters.
  • Welch & Forbes's Consolidated Edison position peaked at $262K in Q2 2016.
  • 838 funds tracked by Wall St. Rank held Consolidated Edison as of Q3 2018.

Based on Welch & Forbes's 13F filing for Q3 2018, filed 17 Oct 2018.