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Gupta Wealth Management’s Edison International EIX Stock Holding History

Gupta Wealth 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
2016
Q1 		$93K Hold
1,287
– – 0.02% 338
2015
Q4 		$76K Hold
1,287
– – 0.02% 368
2015
Q3 		$81K Hold
1,287
– – 0.02% 370
2015
Q2 		$72K Sell
1,287
-106
-8% -$6.37K 0.02% 394
2015
Q1 		$87K Buy
+1,393
New +$90.9K 0.03% 320

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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 16.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Gupta Wealth Management's EIX Position: Q1 2016 in Review

Gupta Wealth Management held its Edison International (EIX) position steady in Q1 2016 at 1,287 shares worth $93K. The position accounts for 0.02% of the portfolio, ranked #338.

Gupta Wealth Management first reported a position in EIX in Q1 2015 and has held it in 5 quarters since. 570 funds tracked by Wall St. Rank hold EIX as of Q1 2016.

  • Gupta Wealth Management held 1,287 shares of Edison International worth $93K as of Q1 2016.
  • Gupta Wealth Management left its Edison International share count unchanged in Q1 2016.
  • Edison International made up 0.02% of Gupta Wealth Management's portfolio in Q1 2016, its #338 holding.
  • Gupta Wealth Management first reported a position in Edison International in Q1 2015 and has held it in 5 quarters since.
  • 570 funds tracked by Wall St. Rank held Edison International as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.