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Apriem Advisors’s Edison International EIX Stock Holding History

Apriem 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
2020
Q1 		– Sell
-3,071
Closed -$232K – 122
2019
Q4 		$232K Buy
3,071
+23
+0.8% +$1.63K 0.04% 121
2019
Q3 		$230K Hold
3,048
– – 0.05% 112
2019
Q2 		$205K Buy
+3,048
New +$189K 0.06% 123
2018
Q4 		– Sell
-3,048
Closed -$206K – 130
2018
Q3 		$206K Hold
3,048
– – 0.05% 138
2018
Q2 		$193K Sell
3,048
-425
-12% -$26.5K 0.04% 132
2018
Q1 		$221K Hold
3,473
– – 0.05% 119
2017
Q4 		$220K Buy
3,473
+59
+2% +$4.5K 0.05% 117
2017
Q3 		$263K Hold
3,414
– – 0.07% 114
2017
Q2 		$267K Hold
3,414
– – 0.07% 106
2017
Q1 		$272K Hold
3,414
– – 0.07% 106
2016
Q4 		$246K Hold
3,414
– – 0.07% 105
2016
Q3 		$247K Buy
3,414
+214
+7% +$16.1K 0.07% 100
2016
Q2 		$249K Hold
3,200
– – 0.08% 101
2016
Q1 		$230K Hold
3,200
– – 0.09% 89
2015
Q4 		$189K Hold
3,200
– – 0.07% 94
2015
Q3 		$202K Sell
3,200
-200
-6% -$11.9K 0.07% 92
2015
Q2 		$189K Buy
3,400
+1,700
+100% +$102K 0.06% 100
2015
Q1 		$106K Sell
1,700
-800
-32% -$52.2K 0.04% 142
2014
Q4 		$164K Hold
2,500
– – 0.06% 102
2014
Q3 		$140K Hold
2,500
– – 0.05% 121
2014
Q2 		$145K Hold
2,500
– – 0.06% 129
2014
Q1 		$142K Sell
2,500
-500
-17% -$24.9K 0.05% 134
2013
Q4 		$139K Sell
3,000
-275
-8% -$13K 0.05% 128
2013
Q3 		$151K Sell
3,275
-3,466
-51% -$164K 0.07% 119
2013
Q2 		$325K Buy
+6,741
New +$333K 0.16% 82

Other funds holding EIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Apriem Advisors's EIX Position: Q1 2020 in Review

Apriem Advisors sold out of Edison International (EIX) in Q1 2020, closing a stake of 3,071 shares — an estimated $232K sold.

Apriem Advisors first reported a position in EIX in Q2 2013 and held it in 25 quarters. The position peaked at $325K in Q2 2013. 590 funds tracked by Wall St. Rank hold EIX as of Q1 2020.

  • Apriem Advisors reported no remaining Edison International position as of Q1 2020 after selling out during the quarter.
  • Apriem Advisors sold 3,071 Edison International shares in Q1 2020, an estimated $232K.
  • Apriem Advisors first reported a position in Edison International in Q2 2013 and held it in 25 quarters.
  • Apriem Advisors's Edison International position peaked at $325K in Q2 2013.
  • 590 funds tracked by Wall St. Rank held Edison International as of Q1 2020.

Based on Apriem Advisors's 13F filing for Q1 2020, filed 7 May 2020.