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Kelman-Lazarov Inc’s Edison International EIX Stock Holding History

Kelman-Lazarov Inc’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
-472
Closed -$34K – 142
2016
Q4 		$34K Hold
472
– – 0.02% 190
2016
Q3 		$33K Hold
472
– – 0.02% 205
2016
Q2 		$36.7K Hold
472
– – 0.02% 188
2016
Q1 		$34K Buy
+472
New +$30.6K 0.02% 209

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 $3.38T AUM 44.17% 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

Kelman-Lazarov Inc's EIX Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of Edison International (EIX) in Q1 2017, closing a stake of 472 shares — an estimated $34K sold.

Kelman-Lazarov Inc first reported a position in EIX in Q1 2016 and held it in 4 quarters. The position peaked at $36.7K in Q2 2016. 581 funds tracked by Wall St. Rank hold EIX as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining Edison International position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 472 Edison International shares in Q1 2017, an estimated $34K.
  • Kelman-Lazarov Inc first reported a position in Edison International in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's Edison International position peaked at $36.7K in Q2 2016.
  • 581 funds tracked by Wall St. Rank held Edison International as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.