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WESPAC Advisors SoCal’s Consolidated Edison ED Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-50
Closed -$4K – 143
2019
Q1 		$4K Hold
50
– – ﹤0.01% 294
2018
Q4 		$3K Buy
+50
New +$3.91K ﹤0.01% 302
2018
Q1 		– Sell
-200
Closed -$16K – 275
2017
Q4 		$16K Hold
200
– – 0.01% 169
2017
Q3 		$16K Hold
200
– – 0.01% 179
2017
Q2 		$16K Hold
200
– – 0.01% 166
2017
Q1 		$15.5K Sell
200
-150
-43% -$11.3K 0.01% 168
2016
Q4 		$25.8K Hold
350
– – 0.02% 140
2016
Q3 		$26.4K Sell
350
-80
-19% -$6.21K 0.02% 135
2016
Q2 		$34.6K Hold
430
– – 0.02% 129
2016
Q1 		$32.9K Sell
430
-350
-45% -$24.8K 0.02% 129
2015
Q4 		$50K Buy
+780
New +$50.1K 0.03% 123

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WESPAC Advisors SoCal's ED Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Consolidated Edison (ED) in Q2 2019, closing a stake of 50 shares — an estimated $4K sold.

WESPAC Advisors SoCal first reported a position in ED in Q4 2015 and held it in 11 quarters. The position peaked at $50K in Q4 2015. 925 funds tracked by Wall St. Rank hold ED as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Consolidated Edison position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 50 Consolidated Edison shares in Q2 2019, an estimated $4K.
  • WESPAC Advisors SoCal first reported a position in Consolidated Edison in Q4 2015 and held it in 11 quarters.
  • WESPAC Advisors SoCal's Consolidated Edison position peaked at $50K in Q4 2015.
  • 925 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.