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Intellectus Partners’s Edison International EIX Stock Holding History

Intellectus 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
Q3 		– Sell
-543
Closed -$36.3K – 582
2018
Q2 		$35K Hold
543
– – 0.01% 372
2018
Q1 		$35K Hold
543
– – 0.01% 377
2017
Q4 		$35K Hold
543
– – 0.01% 378
2017
Q3 		$42K Hold
543
– – 0.02% 423
2017
Q2 		$43K Hold
543
– – 0.02% 397
2017
Q1 		$44K Hold
543
– – 0.02% 355
2016
Q4 		$39K Buy
+543
New +$38.3K 0.02% 360

Other funds holding EIX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Intellectus Partners's EIX Position: Q3 2018 in Review

Intellectus Partners sold out of Edison International (EIX) in Q3 2018, closing a stake of 543 shares — an estimated $36.3K sold.

Intellectus Partners first reported a position in EIX in Q4 2016 and held it in 7 quarters. The position peaked at $44K in Q1 2017. 599 funds tracked by Wall St. Rank hold EIX as of Q3 2018.

  • Intellectus Partners reported no remaining Edison International position as of Q3 2018 after selling out during the quarter.
  • Intellectus Partners sold 543 Edison International shares in Q3 2018, an estimated $36.3K.
  • Intellectus Partners first reported a position in Edison International in Q4 2016 and held it in 7 quarters.
  • Intellectus Partners's Edison International position peaked at $44K in Q1 2017.
  • 599 funds tracked by Wall St. Rank held Edison International as of Q3 2018.

Based on Intellectus Partners's 13F filing for Q3 2018, filed 15 Nov 2018.