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McNamara Financial Services’s Edison International EIX Stock Holding History

McNamara Financial Services’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
2015
Q1 		– Sell
-133
Closed -$9K – 88
2014
Q4 		$9K Buy
+133
New +$8.26K 0.01% 150

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

McNamara Financial Services's EIX Position: Q1 2015 in Review

McNamara Financial Services sold out of Edison International (EIX) in Q1 2015, closing a stake of 133 shares — an estimated $9K sold.

McNamara Financial Services first reported a position in EIX in Q4 2014 and held it in 1 quarter. The position peaked at $9K in Q4 2014. 522 funds tracked by Wall St. Rank hold EIX as of Q1 2015.

  • McNamara Financial Services reported no remaining Edison International position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 133 Edison International shares in Q1 2015, an estimated $9K.
  • McNamara Financial Services first reported a position in Edison International in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Edison International position peaked at $9K in Q4 2014.
  • 522 funds tracked by Wall St. Rank held Edison International as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.