IBEX Wealth Advisors’s Edison International EIX Stock Holding History

IBEX Wealth 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
2017 Q1	–	Sell	-24	Closed	-$2K	–	157
2016 Q4	$2K	Buy	+24	New	+$1.69K	﹤0.01%	432

Other funds holding EIX

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IBEX Wealth Advisors's EIX Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Edison International (EIX) in Q1 2017, closing a stake of 24 shares — an estimated $2K sold.

IBEX Wealth Advisors first reported a position in EIX in Q4 2016 and held it in 1 quarter. The position peaked at $2K in Q4 2016. 581 funds tracked by Wall St. Rank hold EIX as of Q1 2017.

IBEX Wealth Advisors reported no remaining Edison International position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 24 Edison International shares in Q1 2017, an estimated $2K.
IBEX Wealth Advisors first reported a position in Edison International in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Edison International position peaked at $2K in Q4 2016.
581 funds tracked by Wall St. Rank held Edison International as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.