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Ferguson Wellman Capital Management’s Edison International EIX Stock Holding History

Ferguson Wellman Capital 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
2021
Q1 		– Sell
-3,193
Closed -$201K – 349
2020
Q4 		$201K Buy
+3,193
New +$192K ﹤0.01% 357
2020
Q1 		– Sell
-3,513
Closed -$265K – 319
2019
Q4 		$265K Sell
3,513
-102
-3% -$7.22K 0.01% 316
2019
Q3 		$273K Sell
3,615
-540
-13% -$38.9K 0.01% 308
2019
Q2 		$280K Sell
4,155
-3,801
-48% -$236K 0.01% 297
2019
Q1 		$493K Sell
7,956
-8,784
-52% -$524K 0.02% 249
2018
Q4 		$950K Sell
16,740
-467,987
-97% -$29.1M 0.04% 206
2018
Q3 		$32.8M Buy
484,727
+5,046
+1% +$338K 1.08% 27
2018
Q2 		$30.3M Buy
479,681
+71,370
+17% +$4.45M 1.06% 25
2018
Q1 		$26M Buy
408,311
+70,664
+21% +$4.35M 0.92% 28
2017
Q4 		$21.4M Buy
337,647
+49,376
+17% +$3.77M 0.74% 43
2017
Q3 		$22.2M Sell
288,271
-3,312
-1% -$262K 0.8% 38
2017
Q2 		$22.8M Buy
291,583
+2,335
+0.8% +$187K 0.86% 38
2017
Q1 		$23M Buy
289,248
+2,501
+0.9% +$190K 0.89% 35
2016
Q4 		$20.6M Sell
286,747
-6,202
-2% -$438K 0.84% 39
2016
Q3 		$21.2M Sell
292,949
-14,952
-5% -$1.12M 0.91% 36
2016
Q2 		$23.9M Sell
307,901
-5,270
-2% -$378K 1% 33
2016
Q1 		$22.5M Buy
313,171
+309,602
+8,675% +$20.1M 0.96% 36
2015
Q4 		$211K Hold
3,569
– – 0.01% 304
2015
Q3 		$225K Buy
+3,569
New +$212K 0.01% 294
2015
Q2 		– Sell
-3,569
Closed -$223K – 323
2015
Q1 		$223K Sell
3,569
-19
-0.5% -$1.24K 0.01% 307
2014
Q4 		$235K Hold
3,588
– – 0.01% 308
2014
Q3 		$201K Hold
3,588
– – 0.01% 316
2014
Q2 		$208K Sell
3,588
-52
-1% -$2.91K 0.01% 316
2014
Q1 		$206K Buy
+3,640
New +$181K 0.01% 302

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Ferguson Wellman Capital Management's EIX Position: Q1 2021 in Review

Ferguson Wellman Capital Management sold out of Edison International (EIX) in Q1 2021, closing a stake of 3,193 shares — an estimated $201K sold.

Ferguson Wellman Capital Management first reported a position in EIX in Q1 2014 and held it in 24 quarters. The position peaked at $32.8M in Q3 2018. 630 funds tracked by Wall St. Rank hold EIX as of Q1 2021.

  • Ferguson Wellman Capital Management reported no remaining Edison International position as of Q1 2021 after selling out during the quarter.
  • Ferguson Wellman Capital Management sold 3,193 Edison International shares in Q1 2021, an estimated $201K.
  • Ferguson Wellman Capital Management first reported a position in Edison International in Q1 2014 and held it in 24 quarters.
  • Ferguson Wellman Capital Management's Edison International position peaked at $32.8M in Q3 2018.
  • 630 funds tracked by Wall St. Rank held Edison International as of Q1 2021.

Based on Ferguson Wellman Capital Management's 13F filing for Q1 2021, filed 26 Apr 2021.