DWM
EIX icon

Destination Wealth Management’s Edison International EIX Stock Holding History

Destination 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
2018
Q2 		– Sell
-444
Closed -$28K – 543
2018
Q1 		$28K Buy
+444
New +$27.3K ﹤0.01% 309
2017
Q2 		– Sell
-2,841
Closed -$226K – 155
2017
Q1 		$226K Hold
2,841
– – 0.02% 150
2016
Q4 		$205K Buy
+2,841
New +$200K 0.02% 162

Other funds holding EIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Destination Wealth Management's EIX Position: Q2 2018 in Review

Destination Wealth Management sold out of Edison International (EIX) in Q2 2018, closing a stake of 444 shares — an estimated $28K sold.

Destination Wealth Management first reported a position in EIX in Q4 2016 and held it in 3 quarters. The position peaked at $226K in Q1 2017. 618 funds tracked by Wall St. Rank hold EIX as of Q2 2018.

  • Destination Wealth Management reported no remaining Edison International position as of Q2 2018 after selling out during the quarter.
  • Destination Wealth Management sold 444 Edison International shares in Q2 2018, an estimated $28K.
  • Destination Wealth Management first reported a position in Edison International in Q4 2016 and held it in 3 quarters.
  • Destination Wealth Management's Edison International position peaked at $226K in Q1 2017.
  • 618 funds tracked by Wall St. Rank held Edison International as of Q2 2018.

Based on Destination Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.