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Forward Management’s Edison International EIX Stock Holding History

Forward 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
2015
Q1 		– Sell
-1,175
Closed -$77K – 386
2014
Q4 		$77K Buy
+1,175
New +$73K ﹤0.01% 340
2014
Q1 		– Sell
-800
Closed -$37K – 363
2013
Q4 		$37K Buy
+800
New +$37.8K ﹤0.01% 352

Other funds holding EIX

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Forward Management's EIX Position: Q1 2015 in Review

Forward Management sold out of Edison International (EIX) in Q1 2015, closing a stake of 1,175 shares — an estimated $77K sold.

Forward Management first reported a position in EIX in Q4 2013 and held it in 2 quarters. The position peaked at $77K in Q4 2014. 522 funds tracked by Wall St. Rank hold EIX as of Q1 2015.

  • Forward Management reported no remaining Edison International position as of Q1 2015 after selling out during the quarter.
  • Forward Management sold 1,175 Edison International shares in Q1 2015, an estimated $77K.
  • Forward Management first reported a position in Edison International in Q4 2013 and held it in 2 quarters.
  • Forward Management's Edison International position peaked at $77K in Q4 2014.
  • 522 funds tracked by Wall St. Rank held Edison International as of Q1 2015.

Based on Forward Management's 13F filing for Q1 2015, filed 14 May 2015.