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Aris Wealth Services’s Edison International EIX Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-635
Closed -$35K – 417
2015
Q2 		$35K Hold
635
– – 0.03% 254
2015
Q1 		$40K Buy
+635
New +$41.4K 0.04% 239

Other funds holding EIX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Aris Wealth Services's EIX Position: Q3 2015 in Review

Aris Wealth Services sold out of Edison International (EIX) in Q3 2015, closing a stake of 635 shares — an estimated $35K sold.

Aris Wealth Services first reported a position in EIX in Q1 2015 and held it in 2 quarters. The position peaked at $40K in Q1 2015. 506 funds tracked by Wall St. Rank hold EIX as of Q3 2015.

  • Aris Wealth Services reported no remaining Edison International position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 635 Edison International shares in Q3 2015, an estimated $35K.
  • Aris Wealth Services first reported a position in Edison International in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Edison International position peaked at $40K in Q1 2015.
  • 506 funds tracked by Wall St. Rank held Edison International as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.