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Hefty Wealth Partners’s Edison International EIX Stock Holding History

Hefty Wealth Partners’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
Q1 		– Sell
-66
Closed -$4K – 249
2017
Q4 		$4K Sell
66
-14,826
-100% -$1.13M ﹤0.01% 221
2017
Q3 		$1.15M Buy
14,892
+333
+2% +$26.3K 0.76% 41
2017
Q2 		$1.14M Buy
14,559
+1,366
+10% +$109K 0.78% 41
2017
Q1 		$1.05M Buy
+13,193
New +$1M 0.76% 52

Other funds holding EIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hefty Wealth Partners's EIX Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Edison International (EIX) in Q1 2018, closing a stake of 66 shares — an estimated $4K sold.

Hefty Wealth Partners first reported a position in EIX in Q1 2017 and held it in 4 quarters. The position peaked at $1.15M in Q3 2017. 637 funds tracked by Wall St. Rank hold EIX as of Q1 2018.

  • Hefty Wealth Partners reported no remaining Edison International position as of Q1 2018 after selling out during the quarter.
  • Hefty Wealth Partners sold 66 Edison International shares in Q1 2018, an estimated $4K.
  • Hefty Wealth Partners first reported a position in Edison International in Q1 2017 and held it in 4 quarters.
  • Hefty Wealth Partners's Edison International position peaked at $1.15M in Q3 2017.
  • 637 funds tracked by Wall St. Rank held Edison International as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.