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WFG Advisors’s Consolidated Edison ED Stock Holding History

WFG Advisors’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
Q2 		$106K Buy
1,308
+214
+20% +$17.3K 0.02% 517
2017
Q1 		$85K Buy
1,094
+196
+22% +$14.7K 0.02% 526
2016
Q4 		$66K Buy
898
+5
+0.6% +$361 0.02% 652
2016
Q3 		$67K Buy
893
+5
+0.6% +$388 0.02% 634
2016
Q2 		$71K Buy
888
+434
+96% +$32.6K 0.02% 595
2016
Q1 		$35K Sell
454
-201
-31% -$14.3K 0.01% 757
2015
Q4 		$42K Buy
655
+3
+0.5% +$193 0.01% 710
2015
Q3 		$44K Sell
652
-2,485
-79% -$157K 0.01% 687
2015
Q2 		$182K Sell
3,137
-1,183
-27% -$71.4K 0.05% 368
2015
Q1 		$264K Sell
4,320
-4,558
-51% -$296K 0.07% 285
2014
Q4 		$586K Buy
8,878
+51
+0.6% +$3.2K 0.12% 189
2014
Q3 		$500K Buy
8,827
+4,699
+114% +$267K 0.1% 256
2014
Q2 		$238K Buy
4,128
+2,265
+122% +$126K 0.04% 414
2014
Q1 		$100K Sell
1,863
-4,925
-73% -$267K 0.02% 638
2013
Q4 		$375K Sell
6,788
-1,076
-14% -$60.5K 0.05% 370
2013
Q3 		$434K Sell
7,864
-383
-5% -$22.1K 0.07% 308
2013
Q2 		$481K Buy
+8,247
New +$495K 0.08% 271

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WFG Advisors's ED Position: Q2 2017 in Review

WFG Advisors increased its Consolidated Edison (ED) stake by 20% in Q2 2017, buying an estimated $17.3K and bringing the position to 1,308 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #517.

WFG Advisors first reported a position in ED in Q2 2013 and has held it in 17 quarters since. The position peaked at $586K in Q4 2014. 808 funds tracked by Wall St. Rank hold ED as of Q2 2017.

  • WFG Advisors held 1,308 shares of Consolidated Edison worth $106K as of Q2 2017.
  • WFG Advisors bought 214 Consolidated Edison shares in Q2 2017, an estimated $17.3K.
  • Consolidated Edison made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #517 holding.
  • WFG Advisors first reported a position in Consolidated Edison in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Consolidated Edison position peaked at $586K in Q4 2014.
  • 808 funds tracked by Wall St. Rank held Consolidated Edison as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.