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Financial Architects (New Jersey)’s Edison International EIX Stock Holding History

Financial Architects (New Jersey)’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
-178
Closed -$10K – 412
2020
Q2 		$10K Hold
178
– – ﹤0.01% 645
2020
Q1 		$10K Hold
178
– – ﹤0.01% 619
2019
Q4 		$13K Hold
178
– – ﹤0.01% 634
2019
Q3 		$13K Hold
178
– – ﹤0.01% 676
2019
Q2 		$12K Sell
178
-399
-69% -$24.8K ﹤0.01% 849
2019
Q1 		$36K Sell
577
-7
-1% -$418 0.01% 704
2018
Q4 		$33K Buy
584
+9
+2% +$560 0.01% 650
2018
Q3 		$39K Buy
575
+14
+2% +$936 0.01% 705
2018
Q2 		$35K Sell
561
-144
-20% -$8.99K 0.01% 655
2018
Q1 		$45K Sell
705
-229
-25% -$14.1K 0.01% 636
2017
Q4 		$59K Sell
934
-204
-18% -$15.6K 0.01% 624
2017
Q3 		$87K Buy
1,138
+53
+5% +$4.19K 0.02% 530
2017
Q2 		$85K Buy
1,085
+42
+4% +$3.37K 0.02% 523
2017
Q1 		$83K Sell
1,043
-30
-3% -$2.27K 0.01% 517
2016
Q4 		$77K Sell
1,073
-4
-0.4% -$282 0.02% 455
2016
Q3 		$78K Hold
1,077
– – 0.02% 451
2016
Q2 		$84K Buy
1,077
+751
+230% +$53.9K 0.02% 408
2016
Q1 		$23K Buy
+326
New +$21.1K 0.01% 561
2015
Q3 		– Sell
-419
Closed -$23K – 411
2015
Q2 		$23K Buy
419
+178
+74% +$10.7K 0.01% 608
2015
Q1 		$15K Hold
241
– – 0.01% 629
2014
Q4 		$16K Buy
241
+70
+41% +$4.35K 0.01% 570
2014
Q3 		$10K Hold
171
– – ﹤0.01% 600
2014
Q2 		$10K Buy
+171
New +$9.58K ﹤0.01% 637

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

Financial Architects (New Jersey)'s EIX Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Edison International (EIX) in Q3 2020, closing a stake of 178 shares — an estimated $10K sold.

Financial Architects (New Jersey) first reported a position in EIX in Q2 2014 and held it in 23 quarters. The position peaked at $87K in Q3 2017. 565 funds tracked by Wall St. Rank hold EIX as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Edison International position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 178 Edison International shares in Q3 2020, an estimated $10K.
  • Financial Architects (New Jersey) first reported a position in Edison International in Q2 2014 and held it in 23 quarters.
  • Financial Architects (New Jersey)'s Edison International position peaked at $87K in Q3 2017.
  • 565 funds tracked by Wall St. Rank held Edison International as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.