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Lucus Advisors’s Edison International EIX Stock Holding History

Lucus Advisors’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
2016
Q3 		– Sell
-4,505
Closed -$350K – 246
2016
Q2 		$350K Sell
4,505
-2,753
-38% -$198K 0.29% 105
2016
Q1 		$522K Sell
7,258
-552
-7% -$35.8K 0.31% 111
2015
Q4 		$462K Buy
7,810
+32
+0.4% +$1.96K 0.28% 83
2015
Q3 		$491K Buy
+7,778
New +$462K 0.27% 21

Other funds holding EIX

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lucus Advisors's EIX Position: Q3 2016 in Review

Lucus Advisors sold out of Edison International (EIX) in Q3 2016, closing a stake of 4,505 shares — an estimated $350K sold.

Lucus Advisors first reported a position in EIX in Q3 2015 and held it in 4 quarters. The position peaked at $522K in Q1 2016. 555 funds tracked by Wall St. Rank hold EIX as of Q3 2016.

  • Lucus Advisors reported no remaining Edison International position as of Q3 2016 after selling out during the quarter.
  • Lucus Advisors sold 4,505 Edison International shares in Q3 2016, an estimated $350K.
  • Lucus Advisors first reported a position in Edison International in Q3 2015 and held it in 4 quarters.
  • Lucus Advisors's Edison International position peaked at $522K in Q1 2016.
  • 555 funds tracked by Wall St. Rank held Edison International as of Q3 2016.

Based on Lucus Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.