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Divergent Wealth Advisors’s Edison International EIX Stock Holding History

Divergent Wealth 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
2018
Q4 		– Sell
-244
Closed -$17K – 67
2018
Q3 		$17K Hold
244
– – 0.01% 99
2018
Q2 		$15K Hold
244
– – 0.01% 102
2018
Q1 		$16K Buy
+244
New +$15K 0.01% 102

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 $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Divergent Wealth Advisors's EIX Position: Q4 2018 in Review

Divergent Wealth Advisors sold out of Edison International (EIX) in Q4 2018, closing a stake of 244 shares — an estimated $17K sold.

Divergent Wealth Advisors first reported a position in EIX in Q1 2018 and held it in 3 quarters. The position peaked at $17K in Q3 2018. 598 funds tracked by Wall St. Rank hold EIX as of Q4 2018.

  • Divergent Wealth Advisors reported no remaining Edison International position as of Q4 2018 after selling out during the quarter.
  • Divergent Wealth Advisors sold 244 Edison International shares in Q4 2018, an estimated $17K.
  • Divergent Wealth Advisors first reported a position in Edison International in Q1 2018 and held it in 3 quarters.
  • Divergent Wealth Advisors's Edison International position peaked at $17K in Q3 2018.
  • 598 funds tracked by Wall St. Rank held Edison International as of Q4 2018.

Based on Divergent Wealth Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.