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MBE Wealth Management’s Edison International EIX Stock Holding History

MBE Wealth Management’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
Q2 		– Sell
-45
Closed -$2K – 179
2020
Q1 		$2K Buy
+45
New +$3.12K ﹤0.01% 448

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

MBE Wealth Management's EIX Position: Q2 2020 in Review

MBE Wealth Management sold out of Edison International (EIX) in Q2 2020, closing a stake of 45 shares — an estimated $2K sold.

MBE Wealth Management first reported a position in EIX in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 601 funds tracked by Wall St. Rank hold EIX as of Q2 2020.

  • MBE Wealth Management reported no remaining Edison International position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 45 Edison International shares in Q2 2020, an estimated $2K.
  • MBE Wealth Management first reported a position in Edison International in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Edison International position peaked at $2K in Q1 2020.
  • 601 funds tracked by Wall St. Rank held Edison International as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.