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Welch Investments’s Consolidated Edison ED Stock Holding History

Welch Investments’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
2017
Q4 		$4.63M Buy
54,448
+641
+1% +$55.1K 2.94% 27
2017
Q3 		$4.34M Buy
53,807
+1,607
+3% +$133K 2.99% 26
2017
Q2 		$4.22M Buy
52,200
+2,049
+4% +$166K 3.14% 21
2017
Q1 		$3.9M Buy
50,151
+3,387
+7% +$255K 3.09% 25
2016
Q4 		$3.45M Buy
+46,764
New +$3.38M 3.01% 24

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Welch Investments's ED Position: Q4 2017 in Review

Welch Investments increased its Consolidated Edison (ED) stake by 1.2% in Q4 2017, buying an estimated $55.1K and bringing the position to 54,448 shares worth $4.63M. The position accounts for 2.94% of the portfolio, ranked #27.

Welch Investments first reported a position in ED in Q4 2016 and has held it in 5 quarters since. 865 funds tracked by Wall St. Rank hold ED as of Q4 2017.

  • Welch Investments held 54,448 shares of Consolidated Edison worth $4.63M as of Q4 2017.
  • Welch Investments bought 641 Consolidated Edison shares in Q4 2017, an estimated $55.1K.
  • Consolidated Edison made up 2.94% of Welch Investments's portfolio in Q4 2017, its #27 holding.
  • Welch Investments first reported a position in Consolidated Edison in Q4 2016 and has held it in 5 quarters since.
  • 865 funds tracked by Wall St. Rank held Consolidated Edison as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.