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Legacy Wealth Management (Tennessee)’s Edison International EIX Stock Holding History

Legacy Wealth Management (Tennessee)’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
-154
Closed -$11.1K – 27
2016
Q4 		$11.1K Buy
+154
New +$10.9K ﹤0.01% 42

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

Legacy Wealth Management (Tennessee)'s EIX Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of Edison International (EIX) in Q1 2017, closing a stake of 154 shares — an estimated $11.1K sold.

Legacy Wealth Management (Tennessee) first reported a position in EIX in Q4 2016 and held it in 1 quarter. The position peaked at $11.1K in Q4 2016. 581 funds tracked by Wall St. Rank hold EIX as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining Edison International position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 154 Edison International shares in Q1 2017, an estimated $11.1K.
  • Legacy Wealth Management (Tennessee) first reported a position in Edison International in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s Edison International position peaked at $11.1K in Q4 2016.
  • 581 funds tracked by Wall St. Rank held Edison International as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.