Gideon Capital Advisors’s Edison International EIX Stock Holding History

Gideon Capital Advisors’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
2019 Q1	–	Sell	-10,602	Closed	-$602K	–	417
2018 Q4	$602K	Buy	+10,602	New	+$659K	0.25%	122
2018 Q1	–	Sell	-23,279	Closed	-$1.47M	–	382
2017 Q4	$1.47M	Buy	23,279 +19,356	+493%	+$1.48M	1.3%	3
2017 Q3	$303K	Buy	+3,923	New	+$310K	0.3%	137
2016 Q2	–	Sell	-7,687	Closed	-$553K	–	212
2016 Q1	$553K	Sell	7,687 -5,015	-39%	-$325K	0.69%	54
2015 Q4	$752K	Buy	+12,702	New	+$776K	0.55%	68
2015 Q3	–	Sell	-22,374	Closed	-$1.24M	–	247
2015 Q2	$1.24M	Buy	+22,374	New	+$1.34M	0.51%	73
2015 Q1	–	Sell	-66,186	Closed	-$4.33M	–	249
2014 Q4	$4.33M	Buy	66,186 +17,246	+35%	+$1.07M	2.04%	5
2014 Q3	$2.74M	Buy	+48,940	New	+$2.8M	1.06%	23
2014 Q2	–	Sell	-15,077	Closed	-$854K	–	264
2014 Q1	$854K	Buy	15,077 +7,914	+110%	+$394K	0.47%	71
2013 Q4	$332K	Buy	+7,163	New	+$338K	0.2%	134

Other funds holding EIX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Gideon Capital Advisors's EIX Position: Q1 2019 in Review

Gideon Capital Advisors sold out of Edison International (EIX) in Q1 2019, closing a stake of 10,602 shares — an estimated $602K sold.

Gideon Capital Advisors first reported a position in EIX in Q4 2013 and held it in 10 quarters. The position peaked at $4.33M in Q4 2014. 611 funds tracked by Wall St. Rank hold EIX as of Q1 2019.

Gideon Capital Advisors reported no remaining Edison International position as of Q1 2019 after selling out during the quarter.
Gideon Capital Advisors sold 10,602 Edison International shares in Q1 2019, an estimated $602K.
Gideon Capital Advisors first reported a position in Edison International in Q4 2013 and held it in 10 quarters.
Gideon Capital Advisors's Edison International position peaked at $4.33M in Q4 2014.
611 funds tracked by Wall St. Rank held Edison International as of Q1 2019.

Based on Gideon Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.