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B. Riley Wealth Advisors’s Edison International EIX Stock Holding History

B. Riley Wealth 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
2017
Q2 		– Sell
-3,787
Closed -$303K – 530
2017
Q1 		$303K Sell
3,787
-371
-9% -$28.1K 0.06% 337
2016
Q4 		$301K Sell
4,158
-4,958
-54% -$350K 0.06% 346
2016
Q3 		$659K Sell
9,116
-319
-3% -$23.9K 0.13% 197
2016
Q2 		$733K Buy
9,435
+587
+7% +$42.1K 0.15% 176
2016
Q1 		$636K Sell
8,848
-1,799
-17% -$117K 0.15% 171
2015
Q4 		$631K Sell
10,647
-95
-0.9% -$5.81K 0.13% 194
2015
Q3 		$678K Sell
10,742
-74
-0.7% -$4.39K 0.16% 172
2015
Q2 		$602K Sell
10,816
-3,265
-23% -$196K 0.15% 179
2015
Q1 		$879K Buy
14,081
+6,549
+87% +$427K 0.21% 124
2014
Q4 		$493K Hold
7,532
– – 0.01% 953
2014
Q3 		$421K Sell
7,532
-5,132
-41% -$293K 0.11% 247
2014
Q2 		$293K Buy
12,664
+4,998
+65% +$280K 0.07% 325
2014
Q1 		$434K Hold
7,666
– – 0.13% 176
2013
Q4 		$355K Hold
7,666
– – 0.11% 202
2013
Q3 		$353K Sell
7,666
-366
-5% -$17.3K 0.12% 192
2013
Q2 		$387K Buy
+8,032
New +$397K 0.13% 182

Other funds holding EIX

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

B. Riley Wealth Advisors's EIX Position: Q2 2017 in Review

B. Riley Wealth Advisors sold out of Edison International (EIX) in Q2 2017, closing a stake of 3,787 shares — an estimated $303K sold.

B. Riley Wealth Advisors first reported a position in EIX in Q2 2013 and held it in 16 quarters. The position peaked at $879K in Q1 2015. 615 funds tracked by Wall St. Rank hold EIX as of Q2 2017.

  • B. Riley Wealth Advisors reported no remaining Edison International position as of Q2 2017 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,787 Edison International shares in Q2 2017, an estimated $303K.
  • B. Riley Wealth Advisors first reported a position in Edison International in Q2 2013 and held it in 16 quarters.
  • B. Riley Wealth Advisors's Edison International position peaked at $879K in Q1 2015.
  • 615 funds tracked by Wall St. Rank held Edison International as of Q2 2017.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.