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Concert Wealth Management’s Edison International EIX Stock Holding History

Concert Wealth 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
2017
Q2 		– Sell
-3,786
Closed -$272K – 228
2017
Q1 		$272K Buy
3,786
+200
+6% +$15.2K 0.06% 370
2016
Q4 		$258K Buy
3,586
+288
+9% +$20.3K 0.06% 392
2016
Q3 		$237K Hold
3,298
– – 0.03% 572
2016
Q2 		$256K Sell
3,298
-524
-14% -$37.6K 0.03% 521
2016
Q1 		$274K Buy
3,822
+285
+8% +$18.5K 0.04% 486
2015
Q4 		$210K Buy
3,537
+45
+1% +$2.75K 0.03% 580
2015
Q3 		$221K Buy
+3,492
New +$207K 0.03% 581

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Concert Wealth Management's EIX Position: Q2 2017 in Review

Concert Wealth Management sold out of Edison International (EIX) in Q2 2017, closing a stake of 3,786 shares — an estimated $272K sold.

Concert Wealth Management first reported a position in EIX in Q3 2015 and held it in 7 quarters. The position peaked at $274K in Q1 2016. 614 funds tracked by Wall St. Rank hold EIX as of Q2 2017.

  • Concert Wealth Management reported no remaining Edison International position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 3,786 Edison International shares in Q2 2017, an estimated $272K.
  • Concert Wealth Management first reported a position in Edison International in Q3 2015 and held it in 7 quarters.
  • Concert Wealth Management's Edison International position peaked at $274K in Q1 2016.
  • 614 funds tracked by Wall St. Rank held Edison International as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.