Doyle Wealth Management’s Edison International EIX Stock Holding History

Doyle 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
2019 Q3	–	Sell	-155	Closed	-$10K	–	347
2019 Q2	$10K	Buy	+155	New	+$9.62K	﹤0.01%	629
2019 Q1	–	Sell	-155	Closed	-$9K	–	334
2018 Q4	$9K	Sell	155 -137,597	-100%	-$8.56M	﹤0.01%	637
2018 Q3	$9.32M	Buy	137,752 +1,218	+0.9%	+$81.5K	1.45%	27
2018 Q2	$8.64M	Buy	136,534 +6,672	+5%	+$416K	1.43%	28
2018 Q1	$8.27M	Buy	+129,862	New	+$8M	1.39%	29

Other funds holding EIX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Doyle Wealth Management's EIX Position: Q3 2019 in Review

Doyle Wealth Management sold out of Edison International (EIX) in Q3 2019, closing a stake of 155 shares — an estimated $10K sold.

Doyle Wealth Management first reported a position in EIX in Q1 2018 and held it in 5 quarters. The position peaked at $9.32M in Q3 2018. 602 funds tracked by Wall St. Rank hold EIX as of Q3 2019.

Doyle Wealth Management reported no remaining Edison International position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 155 Edison International shares in Q3 2019, an estimated $10K.
Doyle Wealth Management first reported a position in Edison International in Q1 2018 and held it in 5 quarters.
Doyle Wealth Management's Edison International position peaked at $9.32M in Q3 2018.
602 funds tracked by Wall St. Rank held Edison International as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.