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Bruderman Asset Management’s Edison International EIX Stock Holding History

Bruderman Asset 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
Q2 		– Sell
-619
Closed -$38K – 232
2019
Q1 		$38K Hold
619
– – 0.01% 301
2018
Q4 		$35K Buy
+619
New +$38.5K 0.01% 285
2016
Q1 		– Sell
-511
Closed -$30K – 390
2015
Q4 		$30K Buy
+511
New +$31.2K 0.01% 253

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 $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bruderman Asset Management's EIX Position: Q2 2019 in Review

Bruderman Asset Management sold out of Edison International (EIX) in Q2 2019, closing a stake of 619 shares — an estimated $38K sold.

Bruderman Asset Management first reported a position in EIX in Q4 2015 and held it in 3 quarters. The position peaked at $38K in Q1 2019. 601 funds tracked by Wall St. Rank hold EIX as of Q2 2019.

  • Bruderman Asset Management reported no remaining Edison International position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 619 Edison International shares in Q2 2019, an estimated $38K.
  • Bruderman Asset Management first reported a position in Edison International in Q4 2015 and held it in 3 quarters.
  • Bruderman Asset Management's Edison International position peaked at $38K in Q1 2019.
  • 601 funds tracked by Wall St. Rank held Edison International as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.