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

Executive 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
-250
Closed -$17K – 324
2019
Q2 		$17K Hold
250
– – ﹤0.01% 497
2019
Q1 		$15K Sell
250
-8
-3% -$477 ﹤0.01% 475
2018
Q4 		$15K Buy
+258
New +$16K ﹤0.01% 481

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Executive Wealth Management sold out of Edison International (EIX) in Q3 2019, closing a stake of 250 shares — an estimated $17K sold.

Executive Wealth Management first reported a position in EIX in Q4 2018 and held it in 3 quarters. The position peaked at $17K in Q2 2019. 602 funds tracked by Wall St. Rank hold EIX as of Q3 2019.

  • Executive Wealth Management reported no remaining Edison International position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 250 Edison International shares in Q3 2019, an estimated $17K.
  • Executive Wealth Management first reported a position in Edison International in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Edison International position peaked at $17K in Q2 2019.
  • 602 funds tracked by Wall St. Rank held Edison International as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.