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Dana Investment Advisors’s Edison International EIX Stock Holding History

Dana Investment 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
2017
Q4 		– Sell
-5,444
Closed -$420K – 270
2017
Q3 		$420K Sell
5,444
-400
-7% -$31.6K 0.02% 225
2017
Q2 		$457K Sell
5,844
-112
-2% -$8.97K 0.02% 229
2017
Q1 		$474K Buy
+5,956
New +$452K 0.02% 235

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Dana Investment Advisors's EIX Position: Q4 2017 in Review

Dana Investment Advisors sold out of Edison International (EIX) in Q4 2017, closing a stake of 5,444 shares — an estimated $420K sold.

Dana Investment Advisors first reported a position in EIX in Q1 2017 and held it in 3 quarters. The position peaked at $474K in Q1 2017. 644 funds tracked by Wall St. Rank hold EIX as of Q4 2017.

  • Dana Investment Advisors reported no remaining Edison International position as of Q4 2017 after selling out during the quarter.
  • Dana Investment Advisors sold 5,444 Edison International shares in Q4 2017, an estimated $420K.
  • Dana Investment Advisors first reported a position in Edison International in Q1 2017 and held it in 3 quarters.
  • Dana Investment Advisors's Edison International position peaked at $474K in Q1 2017.
  • 644 funds tracked by Wall St. Rank held Edison International as of Q4 2017.

Based on Dana Investment Advisors's 13F filing for Q4 2017, filed 13 Feb 2018.