EWM
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Empirical Wealth Management’s Edison International EIX Stock Holding History

Empirical 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
2020
Q3 		– Sell
-7,194
Closed -$391K – 350
2020
Q2 		$391K Buy
7,194
+2,901
+68% +$167K 0.04% 242
2020
Q1 		$235K Sell
4,293
-459
-10% -$31.8K 0.03% 278
2019
Q4 		$358K Buy
4,752
+1,649
+53% +$117K 0.04% 232
2019
Q3 		$234K Buy
+3,103
New +$223K 0.03% 262

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Empirical Wealth Management's EIX Position: Q3 2020 in Review

Empirical Wealth Management sold out of Edison International (EIX) in Q3 2020, closing a stake of 7,194 shares — an estimated $391K sold.

Empirical Wealth Management first reported a position in EIX in Q3 2019 and held it in 4 quarters. The position peaked at $391K in Q2 2020. 565 funds tracked by Wall St. Rank hold EIX as of Q3 2020.

  • Empirical Wealth Management reported no remaining Edison International position as of Q3 2020 after selling out during the quarter.
  • Empirical Wealth Management sold 7,194 Edison International shares in Q3 2020, an estimated $391K.
  • Empirical Wealth Management first reported a position in Edison International in Q3 2019 and held it in 4 quarters.
  • Empirical Wealth Management's Edison International position peaked at $391K in Q2 2020.
  • 565 funds tracked by Wall St. Rank held Edison International as of Q3 2020.

Based on Empirical Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.