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MBM Wealth Consultants’s Edison International EIX Stock Holding History

MBM Wealth Consultants’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
Q4 		– Sell
-80
Closed -$4K – 241
2020
Q3 		$4K Hold
80
– – ﹤0.01% 194
2020
Q2 		$4K Hold
80
– – ﹤0.01% 190
2020
Q1 		$4K Hold
80
– – ﹤0.01% 177
2019
Q4 		$6K Hold
80
– – ﹤0.01% 185
2019
Q3 		$6K Hold
80
– – ﹤0.01% 180
2019
Q2 		$5K Hold
80
– – ﹤0.01% 184
2019
Q1 		$5K Hold
80
– – ﹤0.01% 185
2018
Q4 		$5K Buy
+80
New +$4.97K ﹤0.01% 200

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

MBM Wealth Consultants's EIX Position: Q4 2020 in Review

MBM Wealth Consultants sold out of Edison International (EIX) in Q4 2020, closing a stake of 80 shares — an estimated $4K sold.

MBM Wealth Consultants first reported a position in EIX in Q4 2018 and held it in 8 quarters. The position peaked at $6K in Q4 2019. 624 funds tracked by Wall St. Rank hold EIX as of Q4 2020.

  • MBM Wealth Consultants reported no remaining Edison International position as of Q4 2020 after selling out during the quarter.
  • MBM Wealth Consultants sold 80 Edison International shares in Q4 2020, an estimated $4K.
  • MBM Wealth Consultants first reported a position in Edison International in Q4 2018 and held it in 8 quarters.
  • MBM Wealth Consultants's Edison International position peaked at $6K in Q4 2019.
  • 624 funds tracked by Wall St. Rank held Edison International as of Q4 2020.

Based on MBM Wealth Consultants's 13F filing for Q4 2020, filed 9 Feb 2021.