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Gary Goldberg Planning Services’s Edison International EIX Stock Holding History

Gary Goldberg Planning Services’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
2014
Q2 		– Sell
-1
Closed – – 414
2014
Q1 		$0 Buy
+1
New +$50 ﹤0.01% 404

Other funds holding EIX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gary Goldberg Planning Services's EIX Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of Edison International (EIX) in Q2 2014, closing a stake of 1 share.

Gary Goldberg Planning Services first reported a position in EIX in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 484 funds tracked by Wall St. Rank hold EIX as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining Edison International position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1 Edison International share in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in Edison International in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's Edison International position peaked at $0 in Q1 2014.
  • 484 funds tracked by Wall St. Rank held Edison International as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.