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Advisory Research’s Edison International EIX Stock Holding History

Advisory Research’s Portfolio EIX Stock Details EIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,314
Closed -$74K – 432
2014
Q1 		$74K Buy
+1,314
New +$65.4K ﹤0.01% 374

Other funds holding EIX

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisory Research's EIX Position: Q2 2014 in Review

Advisory Research sold out of Edison International (EIX) in Q2 2014, closing a stake of 1,314 shares — an estimated $74K sold.

Advisory Research first reported a position in EIX in Q1 2014 and held it in 1 quarter. The position peaked at $74K in Q1 2014. 485 funds tracked by Wall St. Rank hold EIX as of Q2 2014.

  • Advisory Research reported no remaining Edison International position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 1,314 Edison International shares in Q2 2014, an estimated $74K.
  • Advisory Research first reported a position in Edison International in Q1 2014 and held it in 1 quarter.
  • Advisory Research's Edison International position peaked at $74K in Q1 2014.
  • 485 funds tracked by Wall St. Rank held Edison International as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.