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Independent Portfolio Consultants’s Edison International EIX Stock Holding History

Independent Portfolio Consultants’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
Q3 		– Sell
-1,110
Closed -$86K – 721
2016
Q2 		$86K Sell
1,110
-165
-13% -$11.8K 0.03% 470
2016
Q1 		$92K Buy
1,275
+75
+6% +$4.86K 0.03% 487
2015
Q4 		$71K Buy
+1,200
New +$73.4K 0.02% 527
2015
Q2 		– Sell
-43
Closed -$3K – 910
2015
Q1 		$3K Buy
+43
New +$2.81K ﹤0.01% 807

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 16.07% 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 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Independent Portfolio Consultants's EIX Position: Q3 2016 in Review

Independent Portfolio Consultants sold out of Edison International (EIX) in Q3 2016, closing a stake of 1,110 shares — an estimated $86K sold.

Independent Portfolio Consultants first reported a position in EIX in Q1 2015 and held it in 4 quarters. The position peaked at $92K in Q1 2016. 555 funds tracked by Wall St. Rank hold EIX as of Q3 2016.

  • Independent Portfolio Consultants reported no remaining Edison International position as of Q3 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,110 Edison International shares in Q3 2016, an estimated $86K.
  • Independent Portfolio Consultants first reported a position in Edison International in Q1 2015 and held it in 4 quarters.
  • Independent Portfolio Consultants's Edison International position peaked at $92K in Q1 2016.
  • 555 funds tracked by Wall St. Rank held Edison International as of Q3 2016.

Based on Independent Portfolio Consultants's 13F filing for Q3 2016, filed 5 Oct 2016.