Endurance Wealth Management’s Edison International EIX Stock Holding History

Endurance 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	-3,000	Closed	-$163K	–	626
2020 Q2	$163K	Hold	3,000	–	–	0.03%	196
2020 Q1	$164K	Hold	3,000	–	–	0.03%	180
2019 Q4	$226K	Hold	3,000	–	–	0.03%	174
2019 Q3	$226K	Hold	3,000	–	–	0.04%	169
2019 Q2	$202K	Hold	3,000	–	–	0.03%	177
2019 Q1	$186K	Hold	3,000	–	–	0.03%	176
2018 Q4	$170K	Hold	3,000	–	–	0.03%	173
2018 Q3	$203K	Hold	3,000	–	–	0.03%	168
2018 Q2	$190K	Hold	3,000	–	–	0.03%	173
2018 Q1	$191K	Hold	3,000	–	–	0.03%	178
2017 Q4	$190K	Hold	3,000	–	–	0.03%	173
2017 Q3	$232K	Hold	3,000	–	–	0.04%	160
2017 Q2	$235K	Hold	3,000	–	–	0.04%	154
2017 Q1	$239K	Hold	3,000	–	–	0.04%	154
2016 Q4	$216K	Hold	3,000	–	–	0.04%	160
2016 Q3	$211K	Hold	3,000	–	–	0.04%	159
2016 Q2	$233K	Hold	3,000	–	–	0.04%	148
2016 Q1	$216K	Hold	3,000	–	–	0.03%	153
2015 Q4	$178K	Hold	3,000	–	–	0.03%	172
2015 Q3	$191K	Hold	3,000	–	–	0.03%	168
2015 Q2	$167K	Buy	+3,000	New	+$180K	0.03%	179

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

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

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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

Endurance Wealth Management sold out of Edison International (EIX) in Q3 2020, closing a stake of 3,000 shares — an estimated $163K sold.

Endurance Wealth Management first reported a position in EIX in Q2 2015 and held it in 21 quarters. The position peaked at $239K in Q1 2017. 565 funds tracked by Wall St. Rank hold EIX as of Q3 2020.

Endurance Wealth Management reported no remaining Edison International position as of Q3 2020 after selling out during the quarter.
Endurance Wealth Management sold 3,000 Edison International shares in Q3 2020, an estimated $163K.
Endurance Wealth Management first reported a position in Edison International in Q2 2015 and held it in 21 quarters.
Endurance Wealth Management's Edison International position peaked at $239K in Q1 2017.
565 funds tracked by Wall St. Rank held Edison International as of Q3 2020.

Based on Endurance Wealth Management's 13F filing for Q3 2020, filed 27 Oct 2020.