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Kore Private Wealth’s Edison International EIX Stock Holding History

Kore Private Wealth’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
2020
Q3 		– Sell
-92
Closed -$4K – 498
2020
Q2 		$4K Buy
92
+73
+384% +$4.2K ﹤0.01% 943
2020
Q1 		$1K Sell
19
-329
-95% -$22.8K ﹤0.01% 977
2019
Q4 		$26K Buy
+348
New +$24.6K ﹤0.01% 586
2019
Q2 		– Sell
-90
Closed -$6K – 397
2019
Q1 		$6K Hold
90
– – ﹤0.01% 739
2018
Q4 		$5K Buy
+90
New +$5.6K ﹤0.01% 667

Other funds holding EIX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Kore Private Wealth's EIX Position: Q3 2020 in Review

Kore Private Wealth sold out of Edison International (EIX) in Q3 2020, closing a stake of 92 shares — an estimated $4K sold.

Kore Private Wealth first reported a position in EIX in Q4 2018 and held it in 5 quarters. The position peaked at $26K in Q4 2019. 565 funds tracked by Wall St. Rank hold EIX as of Q3 2020.

  • Kore Private Wealth reported no remaining Edison International position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 92 Edison International shares in Q3 2020, an estimated $4K.
  • Kore Private Wealth first reported a position in Edison International in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's Edison International position peaked at $26K in Q4 2019.
  • 565 funds tracked by Wall St. Rank held Edison International as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.