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Alterna Wealth Management’s Edison International EIX Stock Holding History

Alterna Wealth Management’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
Q1 		– Sell
-2,777
Closed -$217K – 178
2018
Q4 		$217K Buy
+2,777
New +$173K 0.04% 323

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Alterna Wealth Management's EIX Position: Q1 2019 in Review

Alterna Wealth Management sold out of Edison International (EIX) in Q1 2019, closing a stake of 2,777 shares — an estimated $217K sold.

Alterna Wealth Management first reported a position in EIX in Q4 2018 and held it in 1 quarter. The position peaked at $217K in Q4 2018. 611 funds tracked by Wall St. Rank hold EIX as of Q1 2019.

  • Alterna Wealth Management reported no remaining Edison International position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 2,777 Edison International shares in Q1 2019, an estimated $217K.
  • Alterna Wealth Management first reported a position in Edison International in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Edison International position peaked at $217K in Q4 2018.
  • 611 funds tracked by Wall St. Rank held Edison International as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.