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KMS Financial Services’s Edison International EIX Stock Holding History

KMS Financial Services’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
2014
Q3 		$233K Buy
4,171
+1
+0% +$57 0.03% 443
2014
Q2 		$242K Buy
4,170
+1
+0% +$56 0.03% 439
2014
Q1 		$236K Buy
+4,169
New +$208K 0.04% 440

Other funds holding EIX

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 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 $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

KMS Financial Services's EIX Position: Q3 2014 in Review

KMS Financial Services increased its Edison International (EIX) stake by 0.02% in Q3 2014, buying an estimated $57 and bringing the position to 4,171 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #443.

KMS Financial Services first reported a position in EIX in Q1 2014 and has held it in 3 quarters since. The position peaked at $242K in Q2 2014. 482 funds tracked by Wall St. Rank hold EIX as of Q3 2014.

  • KMS Financial Services held 4,171 shares of Edison International worth $233K as of Q3 2014.
  • KMS Financial Services bought 1 Edison International share in Q3 2014, an estimated $57.
  • Edison International made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #443 holding.
  • KMS Financial Services first reported a position in Edison International in Q1 2014 and has held it in 3 quarters since.
  • KMS Financial Services's Edison International position peaked at $242K in Q2 2014.
  • 482 funds tracked by Wall St. Rank held Edison International as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.