Hoertkorn Richard Charles’s Edison International EIX Stock Holding History

Hoertkorn Richard Charles’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 Q4	–	Sell	-3,925	Closed	-$266K	–	86
2018 Q3	$266K	Hold	3,925	–	–	0.16%	42
2018 Q2	$248K	Hold	3,925	–	–	0.15%	42
2018 Q1	$250K	Hold	3,925	–	–	0.15%	43
2017 Q4	$248K	Hold	3,925	–	–	0.15%	43
2017 Q3	$303K	Hold	3,925	–	–	0.19%	42
2017 Q2	$307K	Hold	3,925	–	–	0.2%	42
2017 Q1	$313K	Hold	3,925	–	–	0.21%	43
2016 Q4	$283K	Hold	3,925	–	–	0.2%	43
2016 Q3	$284K	Hold	3,925	–	–	0.22%	44
2016 Q2	$305K	Hold	3,925	–	–	0.24%	45
2016 Q1	$282K	Sell	3,925 -300	-7%	-$19.5K	0.23%	45
2015 Q4	$250K	Hold	4,225	–	–	0.19%	47
2015 Q3	$266K	Hold	4,225	–	–	0.21%	47
2015 Q2	$235K	Hold	4,225	–	–	0.18%	44
2015 Q1	$264K	Hold	4,225	–	–	0.2%	43
2014 Q4	$277K	Hold	4,225	–	–	0.2%	45
2014 Q3	$236K	Hold	4,225	–	–	0.17%	44
2014 Q2	$246K	Hold	4,225	–	–	0.18%	44
2014 Q1	$239K	Hold	4,225	–	–	0.19%	45
2013 Q4	$196K	Buy	+4,225	New	+$200K	0.15%	45

Other funds holding EIX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Lazard Asset Management New York $60.8B AUM 22.47% 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

Hoertkorn Richard Charles's EIX Position: Q4 2018 in Review

Hoertkorn Richard Charles sold out of Edison International (EIX) in Q4 2018, closing a stake of 3,925 shares — an estimated $266K sold.

Hoertkorn Richard Charles first reported a position in EIX in Q4 2013 and held it in 20 quarters. The position peaked at $313K in Q1 2017. 597 funds tracked by Wall St. Rank hold EIX as of Q4 2018.

Hoertkorn Richard Charles reported no remaining Edison International position as of Q4 2018 after selling out during the quarter.
Hoertkorn Richard Charles sold 3,925 Edison International shares in Q4 2018, an estimated $266K.
Hoertkorn Richard Charles first reported a position in Edison International in Q4 2013 and held it in 20 quarters.
Hoertkorn Richard Charles's Edison International position peaked at $313K in Q1 2017.
597 funds tracked by Wall St. Rank held Edison International as of Q4 2018.

Based on Hoertkorn Richard Charles's 13F filing for Q4 2018, filed 24 Jan 2019.