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Capital Asset Advisory Services’s Edison International EIX Stock Holding History

Capital Asset Advisory 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
2021
Q1 		– Sell
-78
Closed -$5K – 900
2020
Q4 		$5K Buy
+78
New +$4.7K ﹤0.01% 1264

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State Street
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Capital Asset Advisory Services's EIX Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Edison International (EIX) in Q1 2021, closing a stake of 78 shares — an estimated $5K sold.

Capital Asset Advisory Services first reported a position in EIX in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 630 funds tracked by Wall St. Rank hold EIX as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Edison International position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 78 Edison International shares in Q1 2021, an estimated $5K.
  • Capital Asset Advisory Services first reported a position in Edison International in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Edison International position peaked at $5K in Q4 2020.
  • 630 funds tracked by Wall St. Rank held Edison International as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.