Beacon Pointe Wealth Advisors’s Edison International EIX Stock Holding History

Beacon Pointe 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
2019 Q3	–	Sell	-3,016	Closed	-$203K	–	269
2019 Q2	$203K	Sell	3,016 -700	-19%	-$43.5K	0.04%	253
2019 Q1	$230K	Sell	3,716 -3	-0.1%	-$179	0.05%	233
2018 Q4	$211K	Buy	+3,719	New	+$231K	0.08%	209

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Beacon Pointe Wealth Advisors's EIX Position: Q3 2019 in Review

Beacon Pointe Wealth Advisors sold out of Edison International (EIX) in Q3 2019, closing a stake of 3,016 shares — an estimated $203K sold.

Beacon Pointe Wealth Advisors first reported a position in EIX in Q4 2018 and held it in 3 quarters. The position peaked at $230K in Q1 2019. 602 funds tracked by Wall St. Rank hold EIX as of Q3 2019.

Beacon Pointe Wealth Advisors reported no remaining Edison International position as of Q3 2019 after selling out during the quarter.
Beacon Pointe Wealth Advisors sold 3,016 Edison International shares in Q3 2019, an estimated $203K.
Beacon Pointe Wealth Advisors first reported a position in Edison International in Q4 2018 and held it in 3 quarters.
Beacon Pointe Wealth Advisors's Edison International position peaked at $230K in Q1 2019.
602 funds tracked by Wall St. Rank held Edison International as of Q3 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.