Genovese Burford & Brothers Wealth & Retirement Plan Management’s Edison International EIX Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2018 Q3	–	Sell	-854	Closed	-$54K	–	167
2018 Q2	$54K	Hold	854	–	–	0.02%	169
2018 Q1	$54K	Buy	+854	New	+$52.6K	0.02%	165
2017 Q4	–	Sell	-254	Closed	-$19K	–	307
2017 Q3	$19K	Hold	254	–	–	0.01%	229
2017 Q2	$19K	Hold	254	–	–	0.01%	228
2017 Q1	$21K	Sell	254 -286	-53%	-$21.7K	0.01%	230
2016 Q4	$39K	Hold	540	–	–	0.01%	182
2016 Q3	$39K	Buy	540 +136	+34%	+$10.2K	0.02%	174
2016 Q2	$31K	Hold	404	–	–	0.01%	181
2016 Q1	$29K	Hold	404	–	–	0.01%	170
2015 Q4	$24K	Buy	+404	New	+$24.7K	0.01%	184

Other funds holding EIX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Genovese Burford & Brothers Wealth & Retirement Plan Management's EIX Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Edison International (EIX) in Q3 2018, closing a stake of 854 shares — an estimated $54K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in EIX in Q4 2015 and held it in 10 quarters. The position peaked at $54K in Q2 2018. 600 funds tracked by Wall St. Rank hold EIX as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Edison International position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 854 Edison International shares in Q3 2018, an estimated $54K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Edison International in Q4 2015 and held it in 10 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Edison International position peaked at $54K in Q2 2018.
600 funds tracked by Wall St. Rank held Edison International as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.