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Joel Isaacson & Co’s Edison International EIX Stock Holding History

Joel Isaacson & Co’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
-100
Closed -$7K – 280
2016
Q4 		$7K Buy
+100
New +$7.06K ﹤0.01% 537
2016
Q2 		– Sell
-177
Closed -$13K – 731
2016
Q1 		$13K Hold
177
– – ﹤0.01% 543
2015
Q4 		$10K Hold
177
– – ﹤0.01% 552
2015
Q3 		$11K Hold
177
– – ﹤0.01% 558
2015
Q2 		$10K Hold
177
– – ﹤0.01% 585
2015
Q1 		$11K Buy
+177
New +$11.5K ﹤0.01% 558

Other funds holding EIX

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Joel Isaacson & Co's EIX Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Edison International (EIX) in Q1 2017, closing a stake of 100 shares — an estimated $7K sold.

Joel Isaacson & Co first reported a position in EIX in Q1 2015 and held it in 6 quarters. The position peaked at $13K in Q1 2016. 581 funds tracked by Wall St. Rank hold EIX as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Edison International position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 100 Edison International shares in Q1 2017, an estimated $7K.
  • Joel Isaacson & Co first reported a position in Edison International in Q1 2015 and held it in 6 quarters.
  • Joel Isaacson & Co's Edison International position peaked at $13K in Q1 2016.
  • 581 funds tracked by Wall St. Rank held Edison International as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.