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Alera Investment Advisors’s Edison International EIX Stock Holding History

Alera Investment Advisors’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
2019
Q2 		– Sell
-124
Closed -$8K – 347
2019
Q1 		$8K Buy
124
+92
+288% +$5.49K ﹤0.01% 516
2018
Q4 		$2K Buy
+32
New +$1.99K ﹤0.01% 743

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alera Investment Advisors's EIX Position: Q2 2019 in Review

Alera Investment Advisors sold out of Edison International (EIX) in Q2 2019, closing a stake of 124 shares — an estimated $8K sold.

Alera Investment Advisors first reported a position in EIX in Q4 2018 and held it in 2 quarters. The position peaked at $8K in Q1 2019. 601 funds tracked by Wall St. Rank hold EIX as of Q2 2019.

  • Alera Investment Advisors reported no remaining Edison International position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 124 Edison International shares in Q2 2019, an estimated $8K.
  • Alera Investment Advisors first reported a position in Edison International in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Edison International position peaked at $8K in Q1 2019.
  • 601 funds tracked by Wall St. Rank held Edison International as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.