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Moneta Group Investment Advisors’s Edison International EIX Stock Holding History

Moneta Group Investment 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
2019
Q3 		– Sell
-193
Closed -$13K – 284
2019
Q2 		$13K Sell
193
-1
-0.5% -$62 ﹤0.01% 246
2019
Q1 		$12K Buy
+194
New +$11.6K ﹤0.01% 253
2018
Q1 		– Sell
-200
Closed -$13K – 640
2017
Q4 		$13K Buy
+200
New +$15.3K ﹤0.01% 331

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Moneta Group Investment Advisors's EIX Position: Q3 2019 in Review

Moneta Group Investment Advisors sold out of Edison International (EIX) in Q3 2019, closing a stake of 193 shares — an estimated $13K sold.

Moneta Group Investment Advisors first reported a position in EIX in Q4 2017 and held it in 3 quarters. The position peaked at $13K in Q2 2019. 602 funds tracked by Wall St. Rank hold EIX as of Q3 2019.

  • Moneta Group Investment Advisors reported no remaining Edison International position as of Q3 2019 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 193 Edison International shares in Q3 2019, an estimated $13K.
  • Moneta Group Investment Advisors first reported a position in Edison International in Q4 2017 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Edison International position peaked at $13K in Q2 2019.
  • 602 funds tracked by Wall St. Rank held Edison International as of Q3 2019.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.