Calton & Associates’s Edison International EIX Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-164	Closed	-$10K	–	589
2017 Q4	$10K	Buy	+164	New	+$12.5K	﹤0.01%	1065

Other funds holding EIX

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Calton & Associates's EIX Position: Q1 2018 in Review

Calton & Associates sold out of Edison International (EIX) in Q1 2018, closing a stake of 164 shares — an estimated $10K sold.

Calton & Associates first reported a position in EIX in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 637 funds tracked by Wall St. Rank hold EIX as of Q1 2018.

Calton & Associates reported no remaining Edison International position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 164 Edison International shares in Q1 2018, an estimated $10K.
Calton & Associates first reported a position in Edison International in Q4 2017 and held it in 1 quarter.
Calton & Associates's Edison International position peaked at $10K in Q4 2017.
637 funds tracked by Wall St. Rank held Edison International as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.