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Holistic Financial Partners’s Edison International EIX Stock Holding History

Holistic Financial 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
Q2 		– Sell
-115
Closed -$7K – 133
2018
Q1 		$7K Buy
+115
New +$7.08K 0.01% 345

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American Century Companies
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Holistic Financial Partners's EIX Position: Q2 2018 in Review

Holistic Financial Partners sold out of Edison International (EIX) in Q2 2018, closing a stake of 115 shares — an estimated $7K sold.

Holistic Financial Partners first reported a position in EIX in Q1 2018 and held it in 1 quarter. The position peaked at $7K in Q1 2018. 618 funds tracked by Wall St. Rank hold EIX as of Q2 2018.

  • Holistic Financial Partners reported no remaining Edison International position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 115 Edison International shares in Q2 2018, an estimated $7K.
  • Holistic Financial Partners first reported a position in Edison International in Q1 2018 and held it in 1 quarter.
  • Holistic Financial Partners's Edison International position peaked at $7K in Q1 2018.
  • 618 funds tracked by Wall St. Rank held Edison International as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.